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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 · EIN 35-2552359 | Other Commissions | $12,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | $506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,374 | $80,753-62.4% | $136,294-77.7% | $62,292-51.2% |
| Participation rate | 75.0% | 73.5%+1.5pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 22.23% | 35.83%-13.6pp | 5155.94%-5133.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,751 | $5,164+50.1% | $6,247+24.1% | $3,169+144.6% |
| Admin fee / account holder | $2 | $525-99.5% | $9,243-100.0% | $479-99.5% |