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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 · EIN 35-2552359 | Other Commissions | $28,284 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $6,250 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $6,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,722 | $52,293-6.8% | $178,490-72.7% | $73,409-33.6% |
| Participation rate | 26.1% | 65.3%-39.3pp | 81.9%-55.8pp | 72.2%-46.1pp |
| Annual return | 16.35% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $164 | $1,735-90.5% | $5,011-96.7% | $2,234-92.6% |
| Participant deferral / active EE | $1,362 | $2,332-41.6% | $5,202-73.8% | $3,805-64.2% |
| Admin fee / account holder | $52 | $127-59.2% | $13,984-99.6% | $158-67.1% |