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 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $140,540 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $64,211 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $91 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,049 | $91,517-25.6% | $101,248-32.8% | $73,409-7.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 15.33% | 17.17%-1.8pp | 46.47%-31.1pp | 59.29%-44.0pp |
| Employer contribution / active EE | $956 | $2,877-66.8% | $3,660-73.9% | $2,234-57.2% |
| Participant deferral / active EE | $4,168 | $3,338+24.9% | $4,370-4.6% | $3,805+9.5% |
| Admin fee / account holder | $277 | $216+28.2% | $5,945-95.3% | $158+75.2% |