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 | $119,446+21.2% | $150,045-3.5% | $85,563+69.2% |
| Participation rate | 92.0% | 75.4%+16.6pp | 82.3%+9.7pp | 66.0%+26.1pp |
| Annual return | 16.89% | 23.72%-6.8pp | 62.55%-45.7pp | 31.51%-14.6pp |
| Employer contribution / active EE | $4,079 | $4,0780% | $4,693-13.1% | $2,654+53.7% |
| Participant deferral / active EE | $9,319 | $7,985+16.7% | $7,997+16.5% | $4,375+113.0% |
| Admin fee / account holder | $217 | $548-60.4% | $13,435-98.4% | $834-74.0% |