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 6-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,112 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $16,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,838 | $36,806-10.8% | $69,647-52.9% | $77,643-57.7% |
| Participation rate | 45.5% | 64.4%-18.9pp | 66.5%-21.0pp | 70.6%-25.1pp |
| Annual return | 19.74% | 38.81%-19.1pp | 100.48%-80.7pp | 31.24%-11.5pp |
| Employer contribution / active EE | $1,473 | $1,257+17.2% | $1,712-14.0% | $2,726-46.0% |
| Participant deferral / active EE | $3,325 | $2,738+21.4% | $2,886+15.2% | $4,647-28.4% |
| Admin fee / account holder | $133 | $507-73.7% | $4,713-97.2% | $430-69.0% |