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 12 · EIN 71-0294708 | Investment advisory (participants); C... | $9,928 |
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 74-2794194 | Other Fees | $8,352 |
Filed as: ADMINISTRATIVE RETIREMENT SERVICE Service code 12 · EIN 36-4212397 | Claims processing; Participant loan p... | $2,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,929 | $50,637-11.3% | $86,590-48.1% | $62,292-27.9% |
| Participation rate | 65.0% | 67.9%-2.9pp | 73.5%-8.6pp | 69.5%-4.6pp |
| Annual return | 19.11% | 20.80%-1.7pp | 964.84%-945.7pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,001 | $2,075-3.6% | $2,839-29.5% | $2,042-2.0% |
| Participant deferral / active EE | $3,659 | $2,611+40.1% | $3,609+1.4% | $3,169+15.5% |
| Admin fee / account holder | $96 | $413-76.8% | $4,906-98.0% | $479-80.0% |