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 6-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 | $142,408 |
Filed as: KESTRA FINANCIAL Service code 27 · EIN 47-1566880 | Advisory (Plan) | $18,538 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,000 |
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 | $77,885 | $104,317-25.3% | $159,436-51.1% | $86,799-10.3% |
| Participation rate | 76.9% | 77.7%-0.8pp | 82.8%-5.9pp | 72.3%+4.7pp |
| Annual return | 49.82% | 26.32%+23.5pp | 263.57%-213.8pp | 97.91%-48.1pp |
| Employer contribution / active EE | $2,890 | $3,451-16.3% | $4,829-40.2% | $2,405+20.1% |
| Participant deferral / active EE | $7,441 | $6,837+8.8% | $7,352+1.2% | $4,131+80.1% |
| Admin fee / account holder | $214 | $172+24.4% | $10,799-98.0% | $170+26.3% |