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 LLC8+ years Service code 55 · EIN 35-2552359 | Other Commissions | $37,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,778 | $47,126+14.1% | $149,673-64.1% | $74,419-27.7% |
| Participation rate | 28.5% | 63.4%-34.9pp | 78.8%-50.2pp | 70.7%-42.2pp |
| Annual return | 17.81% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $363 | $1,905-81.0% | $4,818-92.5% | $2,637-86.3% |
| Participant deferral / active EE | $1,799 | $2,728-34.1% | $5,680-68.3% | $4,528-60.3% |
| Admin fee / account holder | $24 | $343-92.9% | $13,210-99.8% | $348-93.0% |