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 8-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 37 · EIN 04-2647786 | Loan Processing | $19,922 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,569 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,381 | $80,753-42.6% | $136,294-66.0% | $62,292-25.5% |
| Participation rate | 87.6% | 73.5%+14.1pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 62.17% | 35.83%+26.3pp | 5155.94%-5093.8pp | 28.90%+33.3pp |
| Employer contribution / active EE | $3,672 | $2,884+27.3% | $4,695-21.8% | $2,042+79.8% |
| Participant deferral / active EE | $7,896 | $5,164+52.9% | $6,247+26.4% | $3,169+149.2% |
| Admin fee / account holder | $219 | $525-58.3% | $9,243-97.6% | $479-54.3% |