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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET DES MOINES · DES MOINES, IA 503922300 | Contract Administrator | $76,699 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $42,314 |
THE BENEFIT PRACTICE4 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $13,252 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 1250 S CAPITAL OF TEXAS · W LAKE HILLS, TX 787466446 | Advisory (Plan) | $0 |
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).
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 | $79,351 | $98,982-19.8% | $162,163-51.1% | $65,185+21.7% |
| Participation rate | 84.6% | 85.8%-1.2pp | 87.6%-2.9pp | 70.2%+14.4pp |
| Annual return | 26.81% | 24.84%+2.0pp | 115.59%-88.8pp | 29.38%-2.6pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $12,512 | $5,384+132.4% | $7,298+71.4% | $3,514+256.1% |
| Admin fee / account holder | $401 | $596-32.7% | $10,843-96.3% | $847-52.6% |