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 | $37,220 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
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 | $113,854 | $52,639+116.3% | $185,117-38.5% | $62,292+82.8% |
| Participation rate | 83.0% | 63.9%+19.1pp | 77.3%+5.7pp | 69.5%+13.5pp |
| Annual return | 18.74% | 19.57%-0.8pp | 40.50%-21.8pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,282 | $1,483-13.5% | $4,182-69.3% | $2,042-37.2% |
| Participant deferral / active EE | $7,836 | $3,097+153.0% | $5,045+55.3% | $3,169+147.3% |
| Admin fee / account holder | $285 | $374-23.6% | $8,159-96.5% | $479-40.5% |