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 10-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 |
|---|---|---|
Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $60,635 |
ASCENSUS LLC6 years Service code 37 · EIN 11-3665754 | Loan Processing | $12,051 |
PENSION BENEFIT CONSULTANTS5 years Service code 13 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Contract Administrator | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,075 | $81,460-6.6% | $103,333-26.4% | $80,856-5.9% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.2pp | 67.6%+0.7pp |
| Annual return | 14.35% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,783 | $3,105-10.4% | $3,868-28.0% | $2,755+1.0% |
| Participant deferral / active EE | $7,237 | $3,869+87.1% | $5,057+43.1% | $4,296+68.5% |
| Admin fee / account holder | $675 | $6,566-89.7% | $8,355-91.9% | $6,918-90.2% |