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 49 · EIN 74-2794194 | Other Services | $3,001 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,861 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,602 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,160 | $60,165+28.2% | $74,183+4.0% | $55,167+39.9% |
| Participation rate | 80.6% | 74.2%+6.5pp | 76.6%+4.0pp | 69.0%+11.7pp |
| Annual return | 6.41% | 10.00%-3.6pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3 | $1,600-99.8% | $2,370-99.9% | $1,963-99.9% |
| Participant deferral / active EE | $5,187 | $2,973+74.5% | $3,550+46.1% | $3,054+69.8% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |