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 7-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 15 · EIN 84-0467907 | Recordkeeping | $106,267 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,020 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $23,931 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,476 | $77,197-15.2% | $86,874-24.6% | $93,030-29.6% |
| Participation rate | 27.5% | 78.2%-50.7pp | 71.6%-44.2pp | 73.9%-46.4pp |
| Annual return | 10.59% | 16.31%-5.7pp | 63.52%-52.9pp | 158.70%-148.1pp |
| Employer contribution / active EE | $667 | $2,514-73.5% | $2,495-73.3% | $2,706-75.3% |
| Participant deferral / active EE | $1,476 | $3,831-61.5% | $3,699-60.1% | $4,562-67.7% |
| Admin fee / account holder | $209 | $105+99.6% | $5,828-96.4% | $152+38.1% |