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 6-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,700 |
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $5,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,566 | $38,075-25.0% | $93,406-69.4% | $73,488-61.1% |
| Participation rate | 25.0% | 56.7%-31.7pp | 66.8%-41.8pp | 70.7%-45.7pp |
| Annual return | 20.54% | 17.59%+3.0pp | 78.05%-57.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,075-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,005 | $2,012-0.4% | $3,126-35.9% | $3,740-46.4% |
| Admin fee / account holder | $99 | $351-71.8% | $5,230-98.1% | $513-80.7% |