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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $35,975 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,019 |
AMERICAN CENTURY1+ years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
CALVERT1+ years Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS1+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
JANUS HENDERSON1+ years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,035 | $53,127+63.8% | $86,590+0.5% | $70,131+24.1% |
| Participation rate | 69.3% | 65.3%+4.0pp | 73.5%-4.2pp | 69.5%-0.2pp |
| Annual return | 16.73% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,412 | $2,068+16.6% | $2,839-15.0% | $2,342+3.0% |
| Participant deferral / active EE | $4,562 | $2,696+69.2% | $3,609+26.4% | $3,332+36.9% |
| Admin fee / account holder | $313 | $3,585-91.3% | $4,906-93.6% | $4,645-93.3% |