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 | $37,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,713 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,617 | $64,909+51.9% | $82,313+19.8% | $62,292+58.3% |
| Participation rate | 97.3% | 74.9%+22.4pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 15.98% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $251 | $1,676-85.0% | $2,428-89.7% | $2,042-87.7% |
| Participant deferral / active EE | $4,034 | $3,103+30.0% | $3,706+8.9% | $3,169+27.3% |
| Admin fee / account holder | $157 | $440-64.3% | $5,608-97.2% | $479-67.3% |