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 37 · EIN 04-2647786 | Loan Processing | $27,651 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $25,051 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,037 | $64,457-53.4% | $111,392-73.0% | $55,725-46.1% |
| Participation rate | 71.9% | 79.7%-7.7pp | 78.9%-6.9pp | 70.9%+1.1pp |
| Annual return | -6.97% | -19.97%+13.0pp | -2.06%-4.9pp | 244.93%-251.9pp |
| Employer contribution / active EE | $1,255 | $3,956-68.3% | $4,328-71.0% | $2,078-39.6% |
| Participant deferral / active EE | $2,401 | $5,219-54.0% | $5,567-56.9% | $3,356-28.4% |
| Admin fee / account holder | $168 | $112+49.9% | $12,266-98.6% | $115+45.7% |