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.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $30,523 |
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1257536 | Direct payment from the plan; Custodi... | $28,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,680 | $59,101-48.1% | $77,163-60.2% | $75,163-59.2% |
| Participation rate | 88.0% | 63.9%+24.1pp | 69.6%+18.4pp | 67.2%+20.8pp |
| Annual return | 14.48% | 26.71%-12.2pp | 37.87%-23.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,595 | $1,995-20.1% | $2,535-37.1% | $2,670-40.3% |
| Participant deferral / active EE | $6,496 | $2,999+116.6% | $3,833+69.5% | $4,125+57.5% |
| Admin fee / account holder | $331 | $4,774-93.1% | $5,472-93.9% | $5,651-94.1% |