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 | $26,827 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,832 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,284 | $93,131-40.6% | $106,548-48.1% | $86,799-36.3% |
| Participation rate | 66.5% | 81.4%-14.9pp | 76.1%-9.6pp | 72.3%-5.8pp |
| Annual return | 235.56% | 19.45%+216.1pp | 26.80%+208.8pp | 97.91%+137.7pp |
| Employer contribution / active EE | $1,576 | $2,895-45.6% | $2,819-44.1% | $2,405-34.5% |
| Participant deferral / active EE | $3,159 | $4,708-32.9% | $4,398-28.2% | $4,131-23.5% |
| Admin fee / account holder | $86 | $145-40.9% | $7,407-98.8% | $170-49.5% |