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 7-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 |
|---|---|---|
MUELLER PROST1+ years Filed as: MUELLER PROST PC Service code 10 · EIN 43-1594752 | Accounting | $11,565 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,917 |
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 | $195,896 | $74,347+163.5% | $93,606+109.3% | $67,579+189.9% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.1pp | 71.3%+27.7pp |
| Annual return | 23.29% | 28.07%-4.8pp | 32.76%-9.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $5,740 | $2,583+122.2% | $2,718+111.2% | $2,148+167.2% |
| Participant deferral / active EE | $8,916 | $4,060+119.6% | $4,069+119.1% | $3,539+151.9% |
| Admin fee / account holder | $46 | $123-62.4% | $7,888-99.4% | $142-67.6% |