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 13-3689044 | Recordkeeping | $18,302 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 22 · EIN 74-2794194 | Insurance Broker | $7,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,652 | $75,183-71.2% | $123,892-82.5% | $55,167-60.8% |
| Participation rate | 69.9% | 72.8%-3.0pp | 81.4%-11.6pp | 69.0%+0.9pp |
| Annual return | 8.55% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $733 | $2,823-74.0% | $4,617-84.1% | $1,963-62.6% |
| Participant deferral / active EE | $5,063 | $5,084-0.4% | $5,984-15.4% | $3,054+65.8% |
| Admin fee / account holder | $130 | $663-80.4% | $8,357-98.4% | $504-74.2% |