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 | $16,928 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $7,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,525 |
NATIONAL FINANCIAL SERVICES1+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,651 | $43,423+48.9% | $78,689-17.8% | $55,167+17.2% |
| Participation rate | 40.9% | 68.0%-27.1pp | 73.6%-32.7pp | 69.0%-28.1pp |
| Annual return | 5.55% | 11.53%-6.0pp | 62.18%-56.6pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,091 | $1,997-45.4% | $2,851-61.7% | $1,963-44.4% |
| Participant deferral / active EE | $3,596 | $2,509+43.3% | $3,517+2.3% | $3,054+17.7% |
| Admin fee / account holder | $98 | $416-76.5% | $4,510-97.8% | $504-80.6% |