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 6-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 LLC6+ years Service code 55 · EIN 35-2552359 | Other Commissions | $22,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,628 |
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 | $33,189 | $66,457-50.1% | $81,382-59.2% | $77,643-57.3% |
| Participation rate | 41.3% | 68.7%-27.5pp | 69.5%-28.2pp | 70.6%-29.3pp |
| Annual return | 14.53% | 15.93%-1.4pp | 24.73%-10.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $771 | $2,159-64.3% | $2,463-68.7% | $2,726-71.7% |
| Participant deferral / active EE | $1,659 | $3,679-54.9% | $3,883-57.3% | $4,647-64.3% |
| Admin fee / account holder | $12 | $583-98.0% | $5,768-99.8% | $430-97.2% |