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 | $75,568 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $43,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,290 | $91,407-36.2% | $135,903-57.1% | $71,457-18.4% |
| Participation rate | 91.2% | 75.7%+15.6pp | 81.9%+9.3pp | 67.9%+23.3pp |
| Annual return | 18.79% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,615 | $3,703-56.4% | $4,856-66.7% | $2,588-37.6% |
| Participant deferral / active EE | $8,795 | $7,092+24.0% | $7,758+13.4% | $4,289+105.1% |
| Admin fee / account holder | $11 | $1,266-99.1% | $10,762-99.9% | $1,587-99.3% |