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 | $26,767 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,667 |
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 | $41,129 | $73,710-44.2% | $98,439-58.2% | - |
| Participation rate | 90.9% | 64.9%+26.1pp | 75.2%+15.7pp | - |
| Annual return | 15.18% | 11.66%+3.5pp | 21.16%-6.0pp | - |
| Employer contribution / active EE | $1,153 | $2,125-45.8% | $3,048-62.2% | - |
| Participant deferral / active EE | $5,941 | $4,019+47.8% | $4,738+25.4% | - |
| Admin fee / account holder | $277 | $12,790-97.8% | $8,948-96.9% | - |