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 | $46,573 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,155 |
ADP BROKER-DEALER2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,941 | $81,908-39.0% | $90,749-45.0% | $64,808-22.9% |
| Participation rate | 65.1% | 80.5%-15.4pp | 75.7%-10.6pp | 71.5%-6.4pp |
| Annual return | 54.91% | -12.53%+67.4pp | -12.16%+67.1pp | 32.82%+22.1pp |
| Employer contribution / active EE | $2,032 | $3,065-33.7% | $2,921-30.4% | $2,506-18.9% |
| Participant deferral / active EE | $3,851 | $4,840-20.4% | $4,564-15.6% | $4,310-10.6% |
| Admin fee / account holder | $110 | $157-29.7% | $8,445-98.7% | $188-41.2% |