See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC10+ years Service code 55 · EIN 35-2552359 | Other Commissions | $49,710 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,035 | $57,610+7.7% | $154,803-59.9% | $102,872-39.7% |
| Participation rate | 17.8% | 59.5%-41.7pp | 78.1%-60.3pp | 73.0%-55.2pp |
| Annual return | 15.07% | 30.49%-15.4pp | 58.88%-43.8pp | 19.06%-4.0pp |
| Employer contribution / active EE | $229 | $1,883-87.8% | $4,305-94.7% | $3,526-93.5% |
| Participant deferral / active EE | $1,135 | $2,914-61.0% | $5,540-79.5% | $5,535-79.5% |
| Admin fee / account holder | $20 | $368-94.7% | $14,329-99.9% | $292-93.3% |