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 10-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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 15 120 VANTIS #400 · ALISA VIEJO, CA 92656 | Recordkeeping | $15,857 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,552 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,841 | $58,083-7.3% | $80,019-32.7% | $56,287-4.3% |
| Participation rate | 92.2% | 73.6%+18.6pp | 75.8%+16.4pp | 69.9%+22.4pp |
| Annual return | -4.50% | 34.61%-39.1pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,964 | $3,135-37.4% | $3,686-46.7% | $3,350-41.4% |
| Admin fee / account holder | $240 | $623-61.5% | $6,521-96.3% | $521-54.0% |