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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $100,504 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $52,418 |
Filed as: ESLER & VANDERSCHAAL CO., L.P.A Service code 99 · EIN 31-1399107 | Other Fees | $33,778 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $25,500 |
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 | $83,461 | $88,890-6.1% | $102,423-18.5% | $77,643+7.5% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+23.0pp |
| Annual return | 13.03% | 24.98%-12.0pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,056 | $2,698-23.8% | $3,023-32.0% | $2,726-24.6% |
| Participant deferral / active EE | $5,960 | $5,145+15.8% | $5,053+18.0% | $4,647+28.2% |
| Admin fee / account holder | $242 | $235+2.8% | $9,451-97.4% | $430-43.8% |