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 27 · EIN 74-2794194 | Advisory (Plan) | $32,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,631 | $36,916+7.4% | $156,549-74.7% | $57,658-31.3% |
| Participation rate | 19.1% | 63.4%-44.3pp | 84.0%-64.9pp | 70.2%-51.1pp |
| Annual return | 5.95% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $121 | $1,571-92.3% | $5,501-97.8% | $1,974-93.9% |
| Participant deferral / active EE | $1,557 | $1,926-19.1% | $4,871-68.0% | $3,061-49.1% |
| Admin fee / account holder | $70 | $82-14.8% | $13,027-99.5% | $95-25.6% |