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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 · EIN 35-2552359 | Other Commissions | $25,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,763 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,558 | $89,739-40.3% | $149,718-64.2% | $62,292-14.0% |
| Participation rate | 93.5% | 85.1%+8.4pp | 87.1%+6.4pp | 69.5%+24.0pp |
| Annual return | 25.19% | 21.01%+4.2pp | 1501.63%-1476.4pp | 28.90%-3.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,038 | $4,797+25.9% | $6,569-8.1% | $3,169+90.5% |
| Admin fee / account holder | $11 | $551-97.9% | $11,283-99.9% | $479-97.6% |