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 LLC7+ years Service code 55 · EIN 35-2552359 | Other Commissions | $33,280 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,298 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,292 | $46,292+6.5% | $143,757-65.7% | $64,808-23.9% |
| Participation rate | 29.2% | 64.2%-35.0pp | 80.3%-51.1pp | 71.5%-42.2pp |
| Annual return | 1.94% | -10.05%+12.0pp | -0.04%+2.0pp | 32.82%-30.9pp |
| Employer contribution / active EE | $153 | $1,910-92.0% | $4,951-96.9% | $2,506-93.9% |
| Participant deferral / active EE | $1,441 | $2,646-45.5% | $5,637-74.4% | $4,310-66.6% |
| Admin fee / account holder | $48 | $154-68.9% | $14,673-99.7% | $188-74.5% |