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 49 · EIN 74-2794194 5707 SOUTHWEST PKWY BLDG 2 STE 400 · AUSTIN, TX 787356213 | Other Services | $18,681 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ASSOCIATES, INC. Service code 13 · EIN 27-1575470 201 SOUTH JACKSON STREET · BELLEVILLE, IL 62220 | Contract Administrator | $11,382 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,871 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,872 | $79,171-30.7% | $102,423-46.4% | $74,495-26.3% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 13.75% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,270 | $2,362-46.2% | $3,023-58.0% | $2,623-51.6% |
| Participant deferral / active EE | $5,987 | $4,415+35.6% | $5,053+18.5% | $4,346+37.8% |
| Admin fee / account holder | $29 | $2,001-98.5% | $9,451-99.7% | $1,942-98.5% |