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 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $3,433 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $1,770 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,234 | $50,666-38.4% | $76,817-59.3% | $65,185-52.1% |
| Participation rate | 98.3% | 68.8%+29.5pp | 72.1%+26.2pp | 70.2%+28.1pp |
| Annual return | 29.83% | 28.51%+1.3pp | 1166.11%-1136.3pp | 29.38%+0.4pp |
| Employer contribution / active EE | $1,990 | $1,575+26.4% | $2,302-13.5% | $2,177-8.6% |
| Participant deferral / active EE | $3,442 | $2,647+30.0% | $3,336+3.2% | $3,514-2.0% |
| Admin fee / account holder | $17 | $463-96.3% | $6,420-99.7% | $847-98.0% |