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 INVESMENT SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $51,020 |
Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $6,012 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,899 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $122,762 | $81,474+50.7% | $133,956-8.4% | $73,488+67.0% |
| Participation rate | 78.2% | 76.4%+1.9pp | 79.8%-1.6pp | 70.7%+7.5pp |
| Annual return | 22.95% | 19.40%+3.5pp | 45.09%-22.1pp | 28.51%-5.6pp |
| Employer contribution / active EE | $256 | $2,209-88.4% | $3,919-93.5% | $2,270-88.7% |
| Participant deferral / active EE | $7,859 | $3,786+107.6% | $5,048+55.7% | $3,740+110.2% |
| Admin fee / account holder | $620 | $713-13.1% | $8,927-93.1% | $513+20.8% |