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 ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $49,965 |
COHNREZNICK LLP3+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $18,700 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,352 | $46,173+35.0% | $170,442-63.4% | $69,631-10.5% |
| Participation rate | 47.1% | 63.9%-16.8pp | 83.6%-36.5pp | 70.7%-23.6pp |
| Annual return | 15.22% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $528 | $1,610-67.2% | $5,433-90.3% | $2,032-74.0% |
| Participant deferral / active EE | $1,809 | $2,080-13.1% | $4,939-63.4% | $3,224-43.9% |
| Admin fee / account holder | $246 | $116+111.8% | $13,880-98.2% | $110+122.4% |