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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $9,285 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $5,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,060 | $58,879-50.6% | $178,490-83.7% | $73,488-60.5% |
| Participation rate | 66.7% | 66.2%+0.4pp | 81.9%-15.3pp | 70.7%-4.0pp |
| Annual return | 12.07% | 24.86%-12.8pp | 151.07%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,410 | $2,236+7.8% | $5,011-51.9% | $2,270+6.1% |
| Participant deferral / active EE | $1,425 | $2,567-44.5% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $44 | $400-89.0% | $13,984-99.7% | $513-91.4% |