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 5-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 26 · EIN 71-0294708 | Advisory (Participants) | $33,446 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $28,796 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,371 | $65,557-11.0% | $64,056-8.9% | $71,457-18.3% |
| Participation rate | 92.4% | 73.2%+19.2pp | 72.3%+20.1pp | 67.9%+24.5pp |
| Annual return | 29.02% | 18.94%+10.1pp | 33.69%-4.7pp | 28.85%+0.2pp |
| Employer contribution / active EE | $6,439 | $2,669+141.3% | $2,747+134.4% | $2,588+148.8% |
| Participant deferral / active EE | $9,447 | $3,626+160.6% | $3,880+143.5% | $4,289+120.3% |
| Admin fee / account holder | $140 | $616-77.3% | $3,068-95.4% | $1,587-91.2% |