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 Service code 99 · EIN 47-1566880 | Other Fees | $8,829 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 | Other Fees | $1,751 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 49 · EIN 45-0514557 P.O. BOX 55757 · BOSTON, MA 02205 | Other Services | $0 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,983 | $66,813-68.6% | $100,516-79.1% | $73,488-71.4% |
| Participation rate | 79.2% | 77.5%+1.8pp | 79.4%-0.2pp | 70.7%+8.6pp |
| Annual return | 15.54% | 25.70%-10.2pp | 30.89%-15.3pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,625 | $2,147-24.3% | $3,418-52.5% | $2,270-28.4% |
| Participant deferral / active EE | $1,367 | $5,883-76.8% | $6,270-78.2% | $3,740-63.4% |
| Admin fee / account holder | $154 | $512-70.0% | $8,081-98.1% | $513-70.0% |