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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $132,373 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $50,000 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $70,652 | $52,660+34.2% | $86,612-18.4% | $80,160-11.9% |
| Participation rate | 71.1% | 62.4%+8.7pp | 71.7%-0.6pp | 72.9%-1.8pp |
| Annual return | 24.48% | 24.87%-0.4pp | 591.07%-566.6pp | 40.38%-15.9pp |
| Employer contribution / active EE | $2,208 | $2,140+3.2% | $3,022-26.9% | $2,978-25.9% |
| Participant deferral / active EE | $4,769 | $3,215+48.3% | $4,438+7.5% | $5,017-4.9% |
| Admin fee / account holder | $126 | $113+11.7% | $5,614-97.8% | $145-13.1% |