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 15 · EIN 35-0145825 | Recordkeeping | $76,998 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $45,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,725 | $82,202-32.2% | $125,339-55.5% | $64,808-14.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 82.4%-22.4pp | 71.5%-11.5pp |
| Annual return | -15.79% | 3.48%-19.3pp | 572.05%-587.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,037 | $3,615-71.3% | $4,814-78.5% | $2,506-58.6% |
| Participant deferral / active EE | $8,236 | $7,175+14.8% | $7,446+10.6% | $4,310+91.1% |
| Admin fee / account holder | $9 | $163-94.4% | $10,010-99.9% | $188-95.1% |