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 LLC6+ years Service code 55 · EIN 35-2552359 | Other Commissions | $13,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,611 | $77,660-47.7% | $109,143-62.8% | $79,386-48.8% |
| Participation rate | 72.1% | 67.8%+4.3pp | 75.9%-3.8pp | 70.7%+1.4pp |
| Annual return | 23.88% | 23.44%+0.4pp | 25.75%-1.9pp | 116.85%-93.0pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,990 | $3,518-15.0% | $4,653-35.8% | $4,046-26.1% |
| Admin fee / account holder | $32 | $732-95.7% | $6,752-99.5% | $626-94.9% |