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 LLC2+ years Service code 55 · EIN 35-2552359 | Other Commissions | $14,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,335 | $71,192-13.8% | $117,854-48.0% | $62,292-1.5% |
| Participation rate | 57.3% | 74.2%-16.9pp | 79.7%-22.4pp | 69.5%-12.2pp |
| Annual return | 15.73% | 18.66%-2.9pp | 335.08%-319.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $966 | $1,934-50.1% | $3,786-74.5% | $2,042-52.7% |
| Participant deferral / active EE | $2,529 | $3,189-20.7% | $4,482-43.6% | $3,169-20.2% |
| Admin fee / account holder | $6 | $587-99.0% | $8,020-99.9% | $479-98.7% |