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 INVESTMENT SERVICES Service code 15 120 VANTIS #400 · ALISA VIEJO, CA 92656 | Recordkeeping | $16,906 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,609 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,123 | $81,208-11.2% | $98,907-27.1% | $79,858-9.7% |
| Participation rate | 82.3% | 72.5%+9.8pp | 76.0%+6.3pp | 69.6%+12.7pp |
| Annual return | 14.49% | 60.99%-46.5pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,188 | $3,265-33.0% | $4,244-48.4% | $3,740-41.5% |
| Admin fee / account holder | $279 | $6,013-95.4% | $6,642-95.8% | $5,306-94.7% |