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 ADIVSORY SERVICES, LLC Service code 26 1405 DAVIS AVENUE · ENDWELL, NY 13760 | Advisory (Participants) | $21,027 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,373 |
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 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 | $88,118 | $81,474+8.2% | $133,956-34.2% | $73,488+19.9% |
| Participation rate | 53.8% | 76.4%-22.6pp | 79.8%-26.0pp | 70.7%-16.9pp |
| Annual return | 12.11% | 19.40%-7.3pp | 45.09%-33.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $985 | $2,209-55.4% | $3,919-74.9% | $2,270-56.6% |
| Participant deferral / active EE | $2,638 | $3,786-30.3% | $5,048-47.7% | $3,740-29.5% |
| Admin fee / account holder | $346 | $713-51.5% | $8,927-96.1% | $513-32.6% |