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 15 · EIN 35-2552359 | Recordkeeping | $8,522 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,726 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,466 | $70,908-75.4% | $98,907-82.3% | $73,488-76.2% |
| Participation rate | 83.8% | 73.8%+10.1pp | 76.0%+7.8pp | 70.7%+13.1pp |
| Annual return | 25.37% | 34.17%-8.8pp | 196.43%-171.1pp | 28.51%-3.1pp |
| Employer contribution / active EE | $527 | $2,036-74.1% | $2,689-80.4% | $2,270-76.8% |
| Participant deferral / active EE | $2,348 | $3,500-32.9% | $4,244-44.7% | $3,740-37.2% |
| Admin fee / account holder | $83 | $535-84.5% | $6,642-98.8% | $513-83.9% |