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 ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $12,639 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,510 | $45,602-44.1% | $117,472-78.3% | $66,914-61.9% |
| Participation rate | 60.1% | 57.6%+2.5pp | 70.6%-10.5pp | 69.8%-9.7pp |
| Annual return | -14.65% | -16.74%+2.1pp | 29.74%-44.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,222 | $1,579-22.6% | $4,176-70.7% | $2,544-52.0% |
| Participant deferral / active EE | $2,232 | $2,845-21.5% | $4,070-45.2% | $4,237-47.3% |
| Admin fee / account holder | $112 | $661-83.1% | $5,645-98.0% | $593-81.2% |