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 | Advisory (Plan) | $19,030 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,316 | $37,196-31.9% | $154,107-83.6% | $55,725-54.6% |
| Participation rate | 38.0% | 64.1%-26.1pp | 83.0%-45.0pp | 70.9%-32.8pp |
| Annual return | -8.09% | 1319.68%-1327.8pp | 735.12%-743.2pp | 244.93%-253.0pp |
| Employer contribution / active EE | $334 | $1,614-79.3% | $5,298-93.7% | $2,078-83.9% |
| Participant deferral / active EE | $1,289 | $2,068-37.7% | $5,081-74.6% | $3,356-61.6% |
| Admin fee / account holder | $189 | $102+86.1% | $13,411-98.6% | $115+64.1% |