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 3-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 LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,940 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $11,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,376 | $86,944+32.7% | $107,525+7.3% | $74,304+55.3% |
| Participation rate | 76.9% | 59.6%+17.3pp | 75.1%+1.8pp | 60.3%+16.5pp |
| Annual return | 15.08% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,824 | $2,757+2.4% | $3,754-24.8% | $2,241+26.0% |
| Participant deferral / active EE | $9,441 | $3,554+165.6% | $5,116+84.6% | $3,767+150.6% |
| Admin fee / account holder | $350 | $3,727-90.6% | $8,919-96.1% | $2,969-88.2% |