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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $73,999 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,187 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $16,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,266 | $57,921+24.8% | $84,750-14.7% | $57,658+25.3% |
| Participation rate | 59.5% | 72.9%-13.5pp | 76.6%-17.1pp | 70.2%-10.8pp |
| Annual return | 6.63% | 10.24%-3.6pp | 22.78%-16.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,016 | $2,598-22.4% | $3,574-43.6% | $1,974+2.2% |
| Participant deferral / active EE | $4,081 | $2,742+48.8% | $3,712+9.9% | $3,061+33.3% |
| Admin fee / account holder | $312 | $130+140.8% | $5,332-94.1% | $95+230.3% |