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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $33,971 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES Service code 27 135 SOUTH ROAD · FARMINGTON, CT 06032 | Advisory (Plan) | $15,000 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $7,500 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,337 | $46,173+56.7% | $170,442-57.6% | $69,631+3.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 11.09% | 21.62%-10.5pp | 205.93%-194.8pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $2,879 | $1,610+78.9% | $5,433-47.0% | $2,032+41.7% |
| Participant deferral / active EE | $3,041 | $2,080+46.2% | $4,939-38.4% | $3,224-5.7% |
| Admin fee / account holder | $143 | $116+23.6% | $13,880-99.0% | $110+29.8% |