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 | $106,028-62.9% | $146,958-73.2% | $77,643-49.3% |
| Participation rate | 81.6% | 78.4%+3.3pp | 82.2%-0.5pp | 70.6%+11.1pp |
| Annual return | 16.91% | 56.73%-39.8pp | 418.34%-401.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $822 | $4,063-79.8% | $4,933-83.3% | $2,726-69.8% |
| Participant deferral / active EE | $7,847 | $7,990-1.8% | $8,070-2.8% | $4,647+68.8% |
| Admin fee / account holder | $161 | $337-52.2% | $12,998-98.8% | $430-62.5% |