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 | $184,065 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 22 · EIN 74-2794194 | Insurance Broker | $48,838 |
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.
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 | $16,290 | $221,442-92.6% | $92,233-82.3% | $77,958-79.1% |
| Participation rate | 82.3% | 79.6%+2.7pp | 76.5%+5.8pp | 71.6%+10.7pp |
| Annual return | 20.29% | 15.65%+4.6pp | 176.28%-156.0pp | 20.87%-0.6pp |
| Employer contribution / active EE | $641 | $3,226-80.1% | $3,679-82.6% | $2,310-72.3% |
| Participant deferral / active EE | $3,438 | $2,779+23.7% | $3,897-11.8% | $3,537-2.8% |
| Admin fee / account holder | $134 | $210-36.3% | $5,194-97.4% | $97+37.3% |