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 15 · EIN 13-3689044 | Recordkeeping | $151,422 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 22 · EIN 74-2470431 | Insurance Broker | $22,317 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 22 · EIN 74-2470431 | Insurance Broker | $20,552 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,339 | $54,392-79.2% | $84,750-86.6% | $63,975-82.3% |
| Participation rate | 89.4% | 76.9%+12.5pp | 76.6%+12.8pp | 71.1%+18.3pp |
| Annual return | 12.46% | 611.38%-598.9pp | 22.78%-10.3pp | 48.65%-36.2pp |
| Employer contribution / active EE | $616 | $2,943-79.1% | $3,574-82.8% | $2,182-71.7% |
| Participant deferral / active EE | $3,333 | $2,593+28.6% | $3,712-10.2% | $3,356-0.7% |
| Admin fee / account holder | $102 | $136-25.1% | $5,332-98.1% | $70+44.4% |