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 15 · EIN 35-0145825 | Recordkeeping | $23,430 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $15,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,673 | $61,156-53.1% | $185,823-84.6% | $79,386-63.9% |
| Participation rate | 66.9% | 66.6%+0.3pp | 81.7%-14.8pp | 70.7%-3.8pp |
| Annual return | 14.06% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $5 | $2,321-99.8% | $5,167-99.9% | $2,427-99.8% |
| Participant deferral / active EE | $1,414 | $2,789-49.3% | $5,568-74.6% | $4,046-65.0% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |