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 5-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 04-2647786 | Loan Processing | $5,405 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,041 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,391 | $99,957-31.6% | $149,696-54.3% | $73,488-6.9% |
| Participation rate | 70.9% | 75.7%-4.8pp | 82.5%-11.5pp | 70.7%+0.3pp |
| Annual return | 12.02% | 53.87%-41.8pp | 276.60%-264.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $947 | $3,191-70.3% | $4,644-79.6% | $2,270-58.3% |
| Participant deferral / active EE | $8,124 | $6,073+33.8% | $6,842+18.7% | $3,740+117.2% |
| Admin fee / account holder | $79 | $551-85.6% | $9,309-99.1% | $513-84.6% |