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) | $26,791 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,612 |
JOHNSON LAUDER & SAVIDGE1 year Filed as: JOHNSON, LAUDER & SAVIDGE Service code 10 · EIN 16-0919630 | Accounting | $5,500 |
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 | $88,982 | $86,655+2.7% | $119,609-25.6% | $66,914+33.0% |
| Participation rate | 51.6% | 75.6%-24.0pp | 79.3%-27.6pp | 69.8%-18.2pp |
| Annual return | -13.53% | -8.00%-5.5pp | -14.97%+1.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,086 | $2,536-57.2% | $4,232-74.3% | $2,544-57.3% |
| Participant deferral / active EE | $3,024 | $4,358-30.6% | $5,602-46.0% | $4,237-28.6% |
| Admin fee / account holder | $533 | $755-29.4% | $10,323-94.8% | $593-10.1% |