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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 · EIN 35-2552359 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,251 | $43,423+4.2% | $78,689-42.5% | $55,167-18.0% |
| Participation rate | 47.7% | 68.0%-20.4pp | 73.6%-25.9pp | 69.0%-21.3pp |
| Annual return | 7.86% | 11.53%-3.7pp | 62.18%-54.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $167 | $1,997-91.7% | $2,851-94.2% | $1,963-91.5% |
| Participant deferral / active EE | $1,038 | $2,509-58.6% | $3,517-70.5% | $3,054-66.0% |
| Admin fee / account holder | $17 | $416-96.0% | $4,510-99.6% | $504-96.7% |