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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC7+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $88,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,614 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,790 | $110,483+31.1% | $145,433-0.4% | $79,634+81.8% |
| Participation rate | 92.0% | 71.1%+20.9pp | 82.1%+9.9pp | 62.5%+29.6pp |
| Annual return | 16.89% | 24.62%-7.7pp | 66.58%-49.7pp | 36.46%-19.6pp |
| Employer contribution / active EE | $4,079 | $4,053+0.6% | $4,554-10.4% | $2,529+61.3% |
| Participant deferral / active EE | $9,319 | $7,216+29.1% | $7,897+18.0% | $3,835+143.0% |
| Admin fee / account holder | $217 | $680-68.1% | $13,129-98.3% | $1,002-78.4% |