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 7-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 15 · EIN 13-3689044 | Recordkeeping | $61,814 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $54,743 |
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 | $31,489 | $73,404-57.1% | $87,100-63.8% | $67,579-53.4% |
| Participation rate | 75.7% | 80.9%-5.1pp | 76.9%-1.1pp | 71.3%+4.4pp |
| Annual return | 40.67% | 48.29%-7.6pp | 28.19%+12.5pp | 378.56%-337.9pp |
| Employer contribution / active EE | $2,231 | $2,014+10.8% | $2,521-11.5% | $2,148+3.9% |
| Participant deferral / active EE | $4,733 | $3,913+21.0% | $4,049+16.9% | $3,539+33.7% |
| Admin fee / account holder | $149 | $142+5.4% | $7,497-98.0% | $142+4.9% |