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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC10+ years Filed as: KESTRA INVESTMENT SERVICES Service code 26 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $49,209 |
NATIONWIDE11+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $40,688 |
INWEST RETIREMENT SOLUTIONS11+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $13,528 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $6,279 |
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 | $20,789 | $50,982-59.2% | $154,803-86.6% | $85,563-75.7% |
| Participation rate | 72.0% | 59.8%+12.3pp | 78.1%-6.0pp | 66.0%+6.1pp |
| Annual return | 17.71% | 30.35%-12.6pp | 58.88%-41.2pp | 31.51%-13.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,755 | $2,474+92.2% | $5,540-14.2% | $4,375+8.7% |
| Admin fee / account holder | $83 | $846-90.2% | $14,329-99.4% | $834-90.1% |