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 | $131,447 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
TOOLE KATZ & ROEMERSMA, LLP3 years Service code 10 · EIN 47-1767422 | Accounting | $14,800 |
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 | $97,643 | $50,458+93.5% | $159,960-39.0% | $64,808+50.7% |
| Participation rate | 99.6% | 68.0%+31.5pp | 78.0%+21.6pp | 71.5%+28.1pp |
| Annual return | -15.17% | -13.42%-1.8pp | 408.60%-423.8pp | 32.82%-48.0pp |
| Employer contribution / active EE | $3,414 | $1,722+98.2% | $4,226-19.2% | $2,506+36.3% |
| Participant deferral / active EE | $9,235 | $4,004+130.7% | $6,182+49.4% | $4,310+114.3% |
| Admin fee / account holder | $167 | $706-76.3% | $8,698-98.1% | $188-10.9% |