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 8-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 13-3689044 | Recordkeeping | $63,676 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,270 | $62,267-20.9% | $110,238-55.3% | $55,725-11.6% |
| Participation rate | 95.9% | 78.1%+17.8pp | 79.8%+16.1pp | 70.9%+25.0pp |
| Annual return | -6.02% | -1.07%-5.0pp | 314.74%-320.8pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,420 | $1,941+24.7% | $3,826-36.8% | $2,078+16.5% |
| Participant deferral / active EE | $5,587 | $3,516+58.9% | $4,672+19.6% | $3,356+66.5% |
| Admin fee / account holder | $167 | $121+38.5% | $8,547-98.0% | $115+45.4% |