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 | $41,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,500 | $59,186+52.9% | $76,768+17.9% | $56,287+60.8% |
| Participation rate | 97.8% | 75.2%+22.6pp | 77.0%+20.9pp | 69.9%+28.0pp |
| Annual return | -6.86% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,315 | $1,759+31.6% | $2,485-6.8% | $2,111+9.7% |
| Participant deferral / active EE | $4,299 | $3,255+32.1% | $3,852+11.6% | $3,350+28.3% |
| Admin fee / account holder | $171 | $489-65.1% | $6,675-97.4% | $521-67.3% |