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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 · EIN 35-2552359 | Other Commissions | $35,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $531 |
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 | $127,069 | $80,753+57.4% | $136,294-6.8% | $62,292+104.0% |
| Participation rate | 83.1% | 73.5%+9.5pp | 81.9%+1.2pp | 69.5%+13.6pp |
| Annual return | 22.64% | 35.83%-13.2pp | 5155.94%-5133.3pp | 28.90%-6.3pp |
| Employer contribution / active EE | $1,813 | $2,884-37.1% | $4,695-61.4% | $2,042-11.2% |
| Participant deferral / active EE | $9,014 | $5,164+74.6% | $6,247+44.3% | $3,169+184.4% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.2% |