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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,926 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,314 |
Employer contribution per participant 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 | $35,922 | $48,116-25.3% | $99,443-63.9% | $77,787-53.8% |
| Participation rate | 94.6% | 60.0%+34.6pp | 73.8%+20.8pp | 73.2%+21.4pp |
| Annual return | 23.10% | 23.23%-0.1pp | 30.72%-7.6pp | 32.57%-9.5pp |
| Employer contribution / active EE | $1 | $1,057-99.9% | $2,540-99.9% | $2,504-99.9% |
| Participant deferral / active EE | $4,049 | $2,238+81.0% | $3,619+11.9% | $3,967+2.1% |
| Admin fee / account holder | $41 | $87-53.0% | $6,250-99.3% | $100-59.0% |