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 | $69,122 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $9,240 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,590 | $78,419-8.7% | $133,956-46.6% | $73,409-2.5% |
| Participation rate | 98.4% | 78.6%+19.8pp | 79.8%+18.6pp | 72.2%+26.3pp |
| Annual return | 14.84% | 33.35%-18.5pp | 45.09%-30.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,211 | $2,044+8.2% | $3,919-43.6% | $2,234-1.0% |
| Participant deferral / active EE | $6,032 | $3,925+53.7% | $5,048+19.5% | $3,805+58.5% |
| Admin fee / account holder | $169 | $161+5.0% | $8,927-98.1% | $158+7.3% |