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 ADVISORY SERVICES, LLC Service code 16 6500 ROCK SPRING DR · BETHESDA, MD 20817 | Consulting | $60,000 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $24,000 |
Filed as: HOUTSTON BENEFIT CONSULTING LLC Service code 16 · EIN 81-5060495 | Consulting | $8,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$250,576 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $404,319 | $88,122+358.8% | $141,162+186.4% | $67,579+498.3% |
| Participation rate | 88.2% | 76.5%+11.8pp | 82.5%+5.8pp | 71.3%+17.0pp |
| Annual return | 25.23% | 75.40%-50.2pp | 71.39%-46.2pp | 378.56%-353.3pp |
| Employer contribution / active EE | $10,689 | $3,224+231.5% | $4,735+125.8% | $2,148+397.7% |
| Participant deferral / active EE | $9,243 | $5,958+55.2% | $6,709+37.8% | $3,539+161.2% |
| Admin fee / account holder | $123 | $131-5.8% | $10,261-98.8% | $142-13.4% |