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 | $24,563 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $16,147 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,776 | $55,415-55.3% | $155,509-84.1% | $74,495-66.7% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-4.9pp | 67.2%+6.1pp |
| Annual return | 12.78% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,604 | $2,267-29.3% | $4,672-65.7% | $2,623-38.9% |
| Participant deferral / active EE | $990 | $2,836-65.1% | $5,626-82.4% | $4,346-77.2% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |