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.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $14,216 |
Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
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 | $40,111 | $101,317-60.4% | $146,958-72.7% | $74,495-46.2% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.2%+13.5pp | 67.2%+28.5pp |
| Annual return | 0.00% | 8730.91%-8730.9pp | 418.34%-418.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $999 | $3,810-73.8% | $4,933-79.8% | $2,623-61.9% |
| Participant deferral / active EE | $5,644 | $7,303-22.7% | $8,070-30.1% | $4,346+29.9% |
| Admin fee / account holder | $4 | $1,739-99.8% | $12,998-100.0% | $1,942-99.8% |