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 LLC3+ years Service code 55 · EIN 35-2552359 | Other Commissions | $42,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,969 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,294 | $62,267+24.1% | $110,238-29.9% | $55,725+38.7% |
| Participation rate | 73.8% | 78.1%-4.3pp | 79.8%-6.0pp | 70.9%+2.9pp |
| Annual return | -5.07% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,478 | $1,941-23.9% | $3,826-61.4% | $2,078-28.9% |
| Participant deferral / active EE | $4,703 | $3,516+33.8% | $4,672+0.7% | $3,356+40.2% |
| Admin fee / account holder | $18 | $121-85.0% | $8,547-99.8% | $115-84.3% |