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, LLC Service code 26 | Advisory (Participants) | $14,796 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,890 |
PENSION WORKS, INC.1 year Filed as: PENSION WORKS, INC Service code 50 | Direct Payment | $30 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,018 | $42,548-5.9% | $74,550-46.3% | $56,287-28.9% |
| Participation rate | 83.2% | 60.5%+22.7pp | 69.1%+14.0pp | 69.9%+13.3pp |
| Annual return | -7.72% | 12.40%-20.1pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $200 | $855-76.6% | $1,961-89.8% | $2,111-90.5% |
| Participant deferral / active EE | $2,708 | $2,277+18.9% | $3,108-12.9% | $3,350-19.2% |
| Admin fee / account holder | $241 | $467-48.4% | $5,060-95.2% | $521-53.7% |