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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,625 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Plan) | $10,128 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES Service code 27 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · BOSTON, MA 02116 | Advisory (Plan) | $8,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,667 | $39,819-53.1% | $67,834-72.5% | $57,658-67.6% |
| Participation rate | 41.3% | 61.2%-19.9pp | 68.8%-27.5pp | 70.2%-28.9pp |
| Annual return | 8.37% | 9.19%-0.8pp | 138.47%-130.1pp | 5.13%+3.2pp |
| Employer contribution / active EE | $379 | $1,277-70.3% | $2,403-84.2% | $1,974-80.8% |
| Participant deferral / active EE | $1,361 | $2,209-38.4% | $3,160-56.9% | $3,061-55.5% |
| Admin fee / account holder | $84 | $84+0.7% | $4,622-98.2% | $95-10.9% |