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 LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $52,803 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,040 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,152 | $71,142+16.9% | $119,609-30.5% | $64,808+28.3% |
| Participation rate | 59.6% | 78.6%-19.0pp | 79.3%-19.7pp | 71.5%-11.9pp |
| Annual return | -12.75% | -10.01%-2.7pp | -14.97%+2.2pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,316 | $2,497-47.3% | $4,232-68.9% | $2,506-47.5% |
| Participant deferral / active EE | $3,737 | $4,490-16.8% | $5,602-33.3% | $4,310-13.3% |
| Admin fee / account holder | $477 | $162+194.1% | $10,323-95.4% | $188+153.9% |