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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $50,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $25,757 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,879 |
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 | $51,286 | $80,005-35.9% | $140,016-63.4% | $55,725-8.0% |
| Participation rate | 93.1% | 87.0%+6.1pp | 87.5%+5.6pp | 70.9%+22.2pp |
| Annual return | -5.08% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,458 | $3,403-57.2% | $5,606-74.0% | $2,078-29.9% |
| Participant deferral / active EE | $5,109 | $5,264-2.9% | $6,927-26.2% | $3,356+52.3% |
| Admin fee / account holder | $38 | $116-67.3% | $10,705-99.6% | $115-67.2% |