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 LLC3+ years Service code 55 · EIN 35-2552359 | Other Commissions | $45,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
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 | $116,837 | $73,102+59.8% | $123,544-5.4% | $56,287+107.6% |
| Participation rate | 85.5% | 74.3%+11.2pp | 82.3%+3.2pp | 69.9%+15.6pp |
| Annual return | -6.83% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,585 | $2,977-13.2% | $4,628-44.1% | $2,111+22.5% |
| Participant deferral / active EE | $10,010 | $5,423+84.6% | $6,426+55.8% | $3,350+198.8% |
| Admin fee / account holder | $6 | $554-99.0% | $9,284-99.9% | $521-98.9% |