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 15 · EIN 13-3689044 | Recordkeeping | $40,153 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $14,835 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,688 | $89,739-65.8% | $149,718-79.5% | $62,292-50.7% |
| Participation rate | 88.6% | 85.1%+3.5pp | 87.1%+1.6pp | 69.5%+19.1pp |
| Annual return | 19.52% | 21.01%-1.5pp | 1501.63%-1482.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,118 | $3,233-34.5% | $5,445-61.1% | $2,042+3.7% |
| Participant deferral / active EE | $3,843 | $4,797-19.9% | $6,569-41.5% | $3,169+21.3% |
| Admin fee / account holder | $271 | $551-50.8% | $11,283-97.6% | $479-43.4% |