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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 12450 BRANTLEY COMMONS CT · FORT MYERS, FL 339075663 | Advisory (Plan) | $6,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,559 | $53,777-15.3% | $134,143-66.0% | $79,858-42.9% |
| Participation rate | 44.6% | 58.8%-14.2pp | 72.2%-27.6pp | 69.6%-25.1pp |
| Annual return | 20.67% | 19.01%+1.7pp | 36.33%-15.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $764 | $1,321-42.2% | $3,704-79.4% | $2,471-69.1% |
| Participant deferral / active EE | $2,159 | $2,420-10.8% | $3,499-38.3% | $3,740-42.3% |
| Admin fee / account holder | $119 | $3,984-97.0% | $6,684-98.2% | $5,306-97.8% |