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 |
|---|---|---|
Filed as: KESTRA FINANCIAL INC. Service code 27 · EIN 47-1566880 | Advisory (Plan) | $14,762 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $37,766 | $59,186-36.2% | $76,768-50.8% | $56,287-32.9% |
| Participation rate | 34.2% | 75.2%-41.0pp | 77.0%-42.8pp | 69.9%-35.7pp |
| Annual return | -6.19% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $607 | $1,759-65.5% | $2,485-75.6% | $2,111-71.2% |
| Participant deferral / active EE | $1,041 | $3,255-68.0% | $3,852-73.0% | $3,350-68.9% |
| Admin fee / account holder | $293 | $489-40.1% | $6,675-95.6% | $521-43.8% |