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 LLC6+ years Service code 55 · EIN 35-2552359 | Other Commissions | $32,929 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,418 | $56,485-0.1% | $185,823-69.6% | $86,799-35.0% |
| Participation rate | 28.1% | 65.5%-37.4pp | 81.7%-53.6pp | 72.3%-44.2pp |
| Annual return | 14.52% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $163 | $1,843-91.1% | $5,167-96.8% | $2,405-93.2% |
| Participant deferral / active EE | $1,494 | $2,553-41.5% | $5,568-73.2% | $4,131-63.8% |
| Admin fee / account holder | $51 | $150-66.0% | $16,237-99.7% | $170-70.0% |