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 | $42,778 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,784 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,560 |
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 | $118,538 | $48,076+146.6% | $78,689+50.6% | $62,891+88.5% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.3pp | 69.3%+27.5pp |
| Annual return | 12.84% | 31.35%-18.5pp | 62.18%-49.3pp | 20.14%-7.3pp |
| Employer contribution / active EE | $9,117 | $2,015+352.5% | $2,851+219.8% | $2,281+299.7% |
| Participant deferral / active EE | $6,559 | $2,588+153.4% | $3,517+86.5% | $3,203+104.8% |
| Admin fee / account holder | $303 | $3,207-90.5% | $4,510-93.3% | $4,296-92.9% |