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 13 · EIN 06-1050034 | Contract Administrator | $130,155 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $27,000 |
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 | $89,526 | $66,051+35.5% | $92,893-3.6% | $77,787+15.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 22.19% | 20.69%+1.5pp | 109.41%-87.2pp | 32.57%-10.4pp |
| Employer contribution / active EE | $3,422 | $3,426-0.1% | $3,653-6.3% | $2,504+36.6% |
| Participant deferral / active EE | $8,103 | $3,013+168.9% | $4,236+91.3% | $3,967+104.2% |
| Admin fee / account holder | $143 | $148-3.4% | $5,794-97.5% | $100+42.7% |