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 LLC4+ years Service code 55 · EIN 35-2552359 | Other Commissions | $25,642 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,513 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,977 |
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 | $93,988 | $69,159+35.9% | $125,175-24.9% | $67,579+39.1% |
| Participation rate | 77.7% | 78.2%-0.5pp | 79.8%-2.1pp | 71.3%+6.4pp |
| Annual return | 24.27% | 27.12%-2.9pp | 43.79%-19.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,681 | $2,023-16.9% | $3,865-56.5% | $2,148-21.7% |
| Participant deferral / active EE | $5,367 | $3,700+45.1% | $4,937+8.7% | $3,539+51.6% |
| Admin fee / account holder | $23 | $142-83.6% | $9,702-99.8% | $142-83.6% |