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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 · EIN 35-2552359 | Other Commissions | $21,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $581 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,755 | $63,924-17.5% | $108,579-51.4% | $55,167-4.4% |
| Participation rate | 52.4% | 74.3%-22.0pp | 79.6%-27.2pp | 69.0%-16.6pp |
| Annual return | 7.27% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $863 | $1,879-54.1% | $3,758-77.0% | $1,963-56.0% |
| Participant deferral / active EE | $2,266 | $3,067-26.1% | $4,311-47.4% | $3,054-25.8% |
| Admin fee / account holder | $6 | $618-99.1% | $7,645-99.9% | $504-98.9% |