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 | Direct payment from the plan; Investm... | $186,820 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $79,762 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $21 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,250 | $92,971-32.0% | $96,683-34.6% | $74,419-15.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.34% | 37.49%-20.1pp | 35.69%-18.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,102 | $3,426-67.8% | $3,737-70.5% | $2,637-58.2% |
| Participant deferral / active EE | $4,701 | $3,970+18.4% | $4,878-3.6% | $4,528+3.8% |
| Admin fee / account holder | $289 | $633-54.4% | $6,730-95.7% | $348-17.1% |