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 42-0127290 | Contract Administrator | $20,343 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,384 |
QUALIFIED PLANS, LLC1 year Service code 13 · EIN 58-2605083 | Contract Administrator | $8,054 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,657 | $42,548-32.6% | $74,550-61.6% | $56,287-49.1% |
| Participation rate | 69.9% | 60.5%+9.5pp | 69.1%+0.8pp | 69.9%+0.1pp |
| Annual return | -6.94% | 12.40%-19.3pp | 32.53%-39.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $296 | $855-65.4% | $1,961-84.9% | $2,111-86.0% |
| Participant deferral / active EE | $2,496 | $2,277+9.6% | $3,108-19.7% | $3,350-25.5% |
| Admin fee / account holder | $255 | $467-45.4% | $5,060-95.0% | $521-51.0% |