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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,861 |
PARSONS CPA PLLC2 years Service code 10 · EIN 27-4214364 | Accounting | $9,500 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,090 |
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 | $51,928 | $59,186-12.3% | $76,768-32.4% | $56,287-7.7% |
| Participation rate | 85.0% | 75.2%+9.8pp | 77.0%+8.0pp | 69.9%+15.1pp |
| Annual return | -3.34% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,541 | $1,759+44.5% | $2,485+2.2% | $2,111+20.4% |
| Participant deferral / active EE | $3,397 | $3,255+4.4% | $3,852-11.8% | $3,350+1.4% |
| Admin fee / account holder | $215 | $489-56.0% | $6,675-96.8% | $521-58.6% |