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 LLC2+ years Service code 49 · EIN 74-2794194 5707 SOUTHWEST PKWY BLDG 2 STE 400 · AUSTIN, TX 787356213 | Other Services | $20,224 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN ASSOCIATES, INC. Service code 13 · EIN 27-1575470 201 SOUTH JACKSON STREET · BELLEVILLE, IL 62220 | Contract Administrator | $13,371 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,937 | $99,078-59.7% | $96,544-58.6% | $74,419-46.3% |
| Participation rate | 63.1% | 80.7%-17.5pp | 76.0%-12.8pp | 70.7%-7.6pp |
| Annual return | 14.97% | 22.48%-7.5pp | 25.84%-10.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $426 | $2,570-83.4% | $2,965-85.6% | $2,637-83.9% |
| Participant deferral / active EE | $2,750 | $4,933-44.2% | $4,851-43.3% | $4,528-39.3% |
| Admin fee / account holder | $26 | $225-88.2% | $8,252-99.7% | $348-92.4% |