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 27 · EIN 35-2552359 | Advisory (Plan) | $13,529 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $2,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,926 | $79,124-67.2% | $60,874-57.4% | $64,808-60.0% |
| Participation rate | 66.5% | 77.7%-11.2pp | 73.1%-6.6pp | 71.5%-4.9pp |
| Annual return | 21.54% | -7.13%+28.7pp | 16.90%+4.6pp | 32.82%-11.3pp |
| Employer contribution / active EE | $2,335 | $3,050-23.4% | $2,701-13.6% | $2,506-6.8% |
| Participant deferral / active EE | $2,602 | $3,725-30.1% | $3,817-31.8% | $4,310-39.6% |
| Admin fee / account holder | $96 | $106-9.5% | $3,224-97.0% | $188-49.1% |