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 | $54,369 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,069 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
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 | $32,420 | $37,245-13.0% | $94,993-65.9% | $77,958-58.4% |
| Participation rate | 90.3% | 56.5%+33.8pp | 73.9%+16.4pp | 71.6%+18.6pp |
| Annual return | 21.00% | 22.72%-1.7pp | 27.12%-6.1pp | 20.87%+0.1pp |
| Employer contribution / active EE | $620 | $894-30.7% | $2,603-76.2% | $2,310-73.2% |
| Participant deferral / active EE | $3,794 | $1,828+107.6% | $3,317+14.4% | $3,537+7.3% |
| Admin fee / account holder | $35 | $59-40.0% | $4,960-99.3% | $97-63.6% |