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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY,BLDG.2 · AUSTIN, TX 78735 | Advisory (Plan) | $5,689 |
Service code 15 · EIN 13-3689044 230 W MONROE ST STE 1150 · CHICAGO, IL 60606 | Recordkeeping | $5,400 |
Filed as: KDP RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $1,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,045 | $49,138-73.5% | $84,015-84.5% | $65,185-80.0% |
| Participation rate | 80.2% | 60.7%+19.4pp | 69.0%+11.2pp | 70.2%+10.0pp |
| Annual return | 21.70% | 23.00%-1.3pp | 71.31%-49.6pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,126 | $914+23.2% | $1,983-43.2% | $2,177-48.3% |
| Participant deferral / active EE | $2,378 | $2,397-0.8% | $3,239-26.6% | $3,514-32.3% |
| Admin fee / account holder | $99 | $543-81.8% | $6,101-98.4% | $847-88.3% |