See peer percentile detail. $4.99 for your first month.
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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 15 · EIN 13-3689044 | Recordkeeping | $41,719 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SVCS 74-2794194 Service code 22 | Insurance Broker | $17,628 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $14,825 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESMENT SERVICES LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVCES LLC 74-2470431 Service code 22 | Insurance Broker | $0 |
THE HASLAUER GROUP, INC.3+ years Filed as: THE HASLAUER GROUP, INC. 72-1487108 Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $55,156 | $83,681-34.1% | $82,313-33.0% | - |
| Participation rate | 93.9% | 75.1%+18.8pp | 76.9%+17.0pp | - |
| Annual return | 12.57% | 13.76%-1.2pp | 25.88%-13.3pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $2,288 | $2,851-19.7% | $3,706-38.3% | - |
| Admin fee / account holder | $395 | $3,032-87.0% | $5,608-93.0% | - |