See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,443 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $7,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,051 | $70,115-24.3% | $70,515-24.8% | $80,160-33.8% |
| Participation rate | 47.5% | 71.7%-24.1pp | 68.3%-20.8pp | 72.9%-25.4pp |
| Annual return | -8.97% | 134.51%-143.5pp | 32.77%-41.7pp | 40.38%-49.4pp |
| Employer contribution / active EE | $1,019 | $3,021-66.3% | $2,973-65.7% | $2,978-65.8% |
| Participant deferral / active EE | $1,816 | $4,495-59.6% | $4,567-60.2% | $5,017-63.8% |
| Admin fee / account holder | $74 | $112-33.9% | $6,412-98.8% | $145-48.8% |