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 9-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 · EIN 35-2552359 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $7,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,968 | $50,898+29.6% | $171,082-61.4% | $55,167+19.6% |
| Participation rate | 39.0% | 63.3%-24.3pp | 76.7%-37.7pp | 69.0%-30.0pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $977 | $2,994-67.4% | $4,797-79.6% | $3,054-68.0% |
| Admin fee / account holder | $13 | $500-97.4% | $8,520-99.9% | $504-97.5% |