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 9-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 13 · EIN 42-0127290 | Contract Administrator | $46,720 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,057 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $14,778 |
FRONTPOINT SECURITY2 years Service code 10 · EIN 26-0202317 | Accounting | $9,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $33,972 | $44,960-24.4% | $84,966-60.0% | $74,495-54.4% |
| Participation rate | 85.6% | 49.4%+36.2pp | 67.5%+18.1pp | 67.2%+18.4pp |
| Annual return | 8.45% | 26.24%-17.8pp | 66.38%-57.9pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $2,118 | $1,457+45.4% | $2,727-22.3% | $2,623-19.2% |
| Participant deferral / active EE | $4,719 | $2,731+72.8% | $4,519+4.4% | $4,346+8.6% |
| Admin fee / account holder | $318 | $2,209-85.6% | $6,149-94.8% | $1,942-83.6% |