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 37 · EIN 04-2647786 | Loan Processing | $21,155 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,750 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORS SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,750 |
GABRIEL, BURGER & ELSE, CPA, PC1+ years Service code 10 · EIN 27-3544017 | Accounting | $7,250 |
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 | $57,687 | $107,378-46.3% | $108,579-46.9% | $57,6580% |
| Participation rate | 71.7% | 77.1%-5.4pp | 79.6%-7.9pp | 70.2%+1.4pp |
| Annual return | 7.40% | 12.80%-5.4pp | -51.70%+59.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,359 | $1,782-23.7% | $3,758-63.8% | $1,974-31.2% |
| Participant deferral / active EE | $3,319 | $3,221+3.1% | $4,311-23.0% | $3,061+8.4% |
| Admin fee / account holder | $185 | $108+70.1% | $7,645-97.6% | $95+95.2% |