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 | $14,115 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,590 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $22,651 | $64,480-64.9% | $81,382-72.2% | $80,856-72.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.45% | 16.34%-4.9pp | 24.73%-13.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $906 | $1,978-54.2% | $2,463-63.2% | $2,755-67.1% |
| Participant deferral / active EE | $1,406 | $3,094-54.6% | $3,883-63.8% | $4,296-67.3% |
| Admin fee / account holder | $229 | $5,671-96.0% | $5,768-96.0% | $6,918-96.7% |