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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 17 · EIN 74-2794194 | Pension Consulting | $19,097 |
Service code 37 · EIN 48-1205033 | Loan Processing | $11,948 |
MORSE DOMEIER BUMGARDNER LLC4 years Filed as: MORSE DOMEIER BUMGARDNER Service code 13 4300 W. LAKE MARY BLVD. · LAKE MARY, FL 32746 | Contract Administrator | $3,900 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,589 | $81,460-66.1% | $103,333-73.3% | $80,856-65.9% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.6%+28.2pp |
| Annual return | 13.16% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,797 | $3,105-42.1% | $3,868-53.5% | $2,755-34.8% |
| Participant deferral / active EE | $4,313 | $3,869+11.5% | $5,057-14.7% | $4,296+0.4% |
| Admin fee / account holder | $246 | $6,566-96.3% | $8,355-97.1% | $6,918-96.4% |