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 | $12,654 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $1,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $24,548 | $73,638-66.7% | $108,410-77.4% | $79,386-69.1% |
| Participation rate | 61.2% | 77.4%-16.1pp | 80.1%-18.9pp | 70.7%-9.5pp |
| Annual return | 15.01% | 33.27%-18.3pp | 905.27%-890.3pp | 116.85%-101.8pp |
| Employer contribution / active EE | $595 | $2,397-75.2% | $3,558-83.3% | $2,427-75.5% |
| Participant deferral / active EE | $1,327 | $6,218-78.7% | $6,563-79.8% | $4,046-67.2% |
| Admin fee / account holder | $132 | $638-79.3% | $7,295-98.2% | $626-78.9% |