See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 36124 | Accounting | $0 |
Filed as: KESTRA Service code 22 5707 SOUTHWEST PWKY BLDG 2 #400 · AUSTIN, TX 78735 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,163 | $55,415-32.9% | $155,509-76.1% | $74,495-50.1% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 14.64% | 268.50%-253.9pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $875 | $2,267-61.4% | $4,672-81.3% | $2,623-66.6% |
| Participant deferral / active EE | $1,618 | $2,836-43.0% | $5,626-71.2% | $4,346-62.8% |
| Admin fee / account holder | $2 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |