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) | $22,072 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,757 | $58,879-35.9% | $178,490-78.8% | $73,488-48.6% |
| Participation rate | 42.6% | 66.2%-23.7pp | 81.9%-39.4pp | 70.7%-28.1pp |
| Annual return | 16.85% | 24.86%-8.0pp | 151.07%-134.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $347 | $2,236-84.5% | $5,011-93.1% | $2,270-84.7% |
| Participant deferral / active EE | $1,657 | $2,567-35.5% | $5,202-68.1% | $3,740-55.7% |
| Admin fee / account holder | $209 | $400-47.7% | $13,984-98.5% | $513-59.2% |