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 5-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,724 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $24,776 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $11,878 |
CARVER FLOREK & JAMES CPA'S3+ years Service code 10 · EIN 35-2552359 | Accounting | $9,700 |
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 | $50,338 | $42,901+17.3% | $91,220-44.8% | $64,808-22.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 73.2%+26.8pp | 71.5%+28.5pp |
| Annual return | -16.88% | -13.53%-3.4pp | 114.01%-130.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,655 | $1,571+5.4% | $2,850-41.9% | $2,506-33.9% |
| Participant deferral / active EE | $4,509 | $3,501+28.8% | $4,234+6.5% | $4,310+4.6% |
| Admin fee / account holder | $102 | $131-22.0% | $5,420-98.1% | $188-45.6% |