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 | $11,105 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 · EIN 35-2552359 | Other Commissions | $4,135 |
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 | $147,362 | $78,422+87.9% | $95,952+53.6% | $79,858+84.5% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 13.31% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,669 | $1,945+88.7% | $2,541+44.4% | $2,471+48.5% |
| Participant deferral / active EE | $8,509 | $3,440+147.4% | $4,167+104.2% | $3,740+127.5% |
| Admin fee / account holder | $83 | $5,622-98.5% | $6,795-98.8% | $5,306-98.4% |