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 ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $49,348 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,023 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,357 | $106,110-62.9% | $147,005-73.2% | $77,671-49.3% |
| Participation rate | 81.6% | 78.4%+3.2pp | 82.2%-0.5pp | 70.6%+11.1pp |
| Annual return | 16.91% | 56.77%-39.9pp | 418.76%-401.8pp | 31.21%-14.3pp |
| Employer contribution / active EE | $822 | $4,065-79.8% | $4,934-83.3% | $2,726-69.9% |
| Participant deferral / active EE | $7,847 | $7,992-1.8% | $8,070-2.8% | $4,648+68.8% |
| Admin fee / account holder | $161 | $338-52.2% | $13,006-98.8% | $430-62.5% |