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 | $27,929 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,917 |
GABRIEL, BURGER & ELSE, CPA, PC2+ 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 | $66,679 | $71,666-7.0% | $117,854-43.4% | $69,631-4.2% |
| Participation rate | 78.9% | 77.5%+1.4pp | 79.7%-0.7pp | 70.7%+8.2pp |
| Annual return | 15.62% | 18.86%-3.2pp | 335.08%-319.5pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,323 | $1,889-30.0% | $3,786-65.1% | $2,032-34.9% |
| Participant deferral / active EE | $3,711 | $3,340+11.1% | $4,482-17.2% | $3,224+15.1% |
| Admin fee / account holder | $185 | $120+53.8% | $8,020-97.7% | $110+67.5% |