See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,831 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,957 | $34,677-25.1% | $77,024-66.3% | $64,808-59.9% |
| Participation rate | 52.8% | 49.8%+2.9pp | 67.9%-15.1pp | 71.5%-18.7pp |
| Annual return | 86.83% | -5.33%+92.2pp | 42.32%+44.5pp | 32.82%+54.0pp |
| Employer contribution / active EE | $1,061 | $1,370-22.5% | $2,812-62.3% | $2,506-57.6% |
| Participant deferral / active EE | $2,561 | $2,556+0.2% | $4,426-42.1% | $4,310-40.6% |
| Admin fee / account holder | $62 | $179-65.3% | $5,425-98.9% | $188-67.0% |