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 9-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, LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Plan) | $24,647 |
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,810 |
NFP RETIREMENT INC5 years Filed as: NFP CORPORATE SERVICES (NY), LLC Service code 37 · EIN 20-1941665 1405 DAVIS AVE · ENDWELL, NY 13760 | Loan Processing | $8,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,148 | $59,263+109.5% | $96,562+28.6% | $79,386+56.4% |
| Participation rate | 42.6% | 61.9%-19.3pp | 69.8%-27.2pp | 70.7%-28.1pp |
| Annual return | 11.99% | 27.07%-15.1pp | 37.78%-25.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $367 | $1,216-69.8% | $2,356-84.4% | $2,427-84.9% |
| Participant deferral / active EE | $1,527 | $2,948-48.2% | $3,849-60.3% | $4,046-62.3% |
| Admin fee / account holder | $613 | $658-6.9% | $6,181-90.1% | $626-2.1% |