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 7-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 06-1050034 | Contract Administrator | $131,653 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
TOOLE KATZ & ROEMERSMA, LLP2 years Service code 10 · EIN 47-1767422 | Accounting | $14,500 |
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 | $114,678 | $60,607+89.2% | $189,557-39.5% | $86,799+32.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 78.4%+21.6pp | 72.3%+27.7pp |
| Annual return | 15.87% | 65.18%-49.3pp | 64.17%-48.3pp | 97.91%-82.0pp |
| Employer contribution / active EE | $3,217 | $1,626+97.9% | $4,412-27.1% | $2,405+33.7% |
| Participant deferral / active EE | $8,680 | $3,895+122.9% | $6,174+40.6% | $4,131+110.1% |
| Admin fee / account holder | $161 | $159+1.7% | $9,807-98.4% | $170-4.8% |