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 | $24,058 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $14,500 |
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 | $20,980 | $65,061-67.8% | $143,757-85.4% | $66,914-68.6% |
| Participation rate | 63.4% | 65.2%-1.8pp | 80.3%-16.9pp | 69.8%-6.4pp |
| Annual return | -15.71% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $990 | $2,919-66.1% | $5,637-82.4% | $4,237-76.6% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.6% |