See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,108 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,304 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,553 | $72,254-64.6% | $86,677-70.5% | $64,808-60.6% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.6%+17.5pp | 71.5%+22.6pp |
| Annual return | -13.17% | 392.42%-405.6pp | 35.91%-49.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,538 | $2,393-35.7% | $2,836-45.8% | $2,506-38.6% |
| Participant deferral / active EE | $2,589 | $4,658-44.4% | $4,656-44.4% | $4,310-39.9% |
| Admin fee / account holder | $167 | $174-3.8% | $7,493-97.8% | $188-10.9% |