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 | $15,379 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,900 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $47,145 | $62,132-24.1% | $185,823-74.6% | $73,488-35.8% |
| Participation rate | 91.5% | 67.8%+23.7pp | 78.0%+13.4pp | 70.7%+20.8pp |
| Annual return | 16.89% | 20.44%-3.5pp | 35.95%-19.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,503 | $1,681-10.6% | $4,087-63.2% | $2,270-33.8% |
| Participant deferral / active EE | $3,621 | $3,711-2.4% | $5,632-35.7% | $3,740-3.2% |
| Admin fee / account holder | $116 | $419-72.4% | $9,500-98.8% | $513-77.5% |