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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,382 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,171 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0842559 | Advisory (Plan) | $7,684 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,452 | $84,487-15.4% | $125,339-43.0% | $66,914+6.8% |
| Participation rate | 91.2% | 76.4%+14.7pp | 82.4%+8.8pp | 69.8%+21.3pp |
| Annual return | -14.52% | -8.39%-6.1pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,276 | $3,553-7.8% | $4,814-31.9% | $2,544+28.8% |
| Participant deferral / active EE | $11,166 | $6,781+64.7% | $7,446+50.0% | $4,237+163.5% |
| Admin fee / account holder | $271 | $685-60.4% | $10,010-97.3% | $593-54.2% |