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 8-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 26 · EIN 71-0294708 | Advisory (Participants) | $19,479 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $15,820 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,484 | $59,186-68.8% | $76,768-75.9% | $56,287-67.2% |
| Participation rate | 81.1% | 75.2%+5.9pp | 77.0%+4.2pp | 69.9%+11.3pp |
| Annual return | -6.64% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $518 | $1,759-70.6% | $2,485-79.2% | $2,111-75.5% |
| Participant deferral / active EE | $1,959 | $3,255-39.8% | $3,852-49.1% | $3,350-41.5% |
| Admin fee / account holder | $162 | $489-66.9% | $6,675-97.6% | $521-68.9% |