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 5-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,630 |
401(K) PLAN RESOURCES1 year Service code 16 · EIN 83-1813100 | Consulting | $6,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,713 | $104,475-18.9% | $159,436-46.9% | $79,386+6.7% |
| Participation rate | 90.4% | 76.6%+13.8pp | 82.8%+7.6pp | 70.7%+19.7pp |
| Annual return | 51.20% | 67.95%-16.8pp | 263.57%-212.4pp | 116.85%-65.7pp |
| Employer contribution / active EE | $2,958 | $3,417-13.4% | $4,829-38.8% | $2,427+21.8% |
| Participant deferral / active EE | $11,562 | $6,467+78.8% | $7,352+57.3% | $4,046+185.8% |
| Admin fee / account holder | $382 | $711-46.4% | $10,799-96.5% | $626-39.1% |