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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,289 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,000 |
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 | $65,455 | $89,739-27.1% | $149,718-56.3% | $62,292+5.1% |
| Participation rate | 94.7% | 85.1%+9.6pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | 17.85% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $4,356 | $3,233+34.7% | $5,445-20.0% | $2,042+113.3% |
| Participant deferral / active EE | $8,670 | $4,797+80.7% | $6,569+32.0% | $3,169+173.6% |
| Admin fee / account holder | $163 | $551-70.5% | $11,283-98.6% | $479-66.1% |