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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $212,401 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $61,350 |
Filed as: KESTRA ADVISOR SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,706 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
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 | $49,269 | $120,057-59.0% | $75,696-34.9% | $93,030-47.0% |
| Participation rate | 99.1% | 77.3%+21.8pp | 74.8%+24.2pp | 73.9%+25.2pp |
| Annual return | 40.01% | 19.62%+20.4pp | 104.53%-64.5pp | 158.70%-118.7pp |
| Employer contribution / active EE | $4,222 | $3,253+29.8% | $2,743+54.0% | $2,706+56.1% |
| Participant deferral / active EE | $3,943 | $4,089-3.6% | $3,821+3.2% | $4,562-13.6% |
| Admin fee / account holder | $198 | $81+143.0% | $3,619-94.5% | $152+30.5% |