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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $97,241 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 22 | Insurance Broker | $69,461 |
Filed as: KESTRA INVESTMENT SERVICE LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
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 | $14,864 | $62,928-76.4% | $172,739-91.4% | $67,579-78.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 20.04% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $933 | $1,636-43.0% | $5,143-81.9% | $2,148-56.6% |
| Participant deferral / active EE | $1,202 | $2,145-44.0% | $5,198-76.9% | $3,539-66.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |