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 9-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 · EIN 35-2552359 | Other Commissions | $10,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,381 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,196 | $69,362-57.9% | $101,248-71.2% | $73,488-60.3% |
| Participation rate | 72.6% | 68.4%+4.2pp | 75.8%-3.2pp | 70.7%+1.9pp |
| Annual return | 9.74% | 18.46%-8.7pp | 46.47%-36.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $467 | $2,628-82.2% | $3,660-87.2% | $2,270-79.4% |
| Participant deferral / active EE | $2,721 | $3,300-17.5% | $4,370-37.7% | $3,740-27.2% |
| Admin fee / account holder | $10 | $704-98.6% | $5,945-99.8% | $513-98.1% |