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 15 · EIN 13-3689044 | Recordkeeping | $107,838 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 22 · EIN 74-2794194 | Insurance Broker | $77,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,363 | $64,119-55.8% | $112,228-74.7% | $66,914-57.6% |
| Participation rate | 94.3% | 68.5%+25.8pp | 75.1%+19.2pp | 69.8%+24.5pp |
| Annual return | -13.47% | -13.81%+0.3pp | 27.45%-40.9pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,058 | $3,005-31.5% | $3,635-43.4% | $2,544-19.1% |
| Participant deferral / active EE | $7,486 | $3,693+102.7% | $4,728+58.3% | $4,237+76.7% |
| Admin fee / account holder | $232 | $625-62.9% | $6,410-96.4% | $593-60.9% |