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 | $49,953 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,554 |
ADP BROKER-DEALER3 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,628 | $84,784-28.5% | $98,439-38.4% | $74,419-18.5% |
| Participation rate | 67.9% | 81.5%-13.7pp | 75.2%-7.3pp | 70.7%-2.9pp |
| Annual return | 16.92% | 20.59%-3.7pp | 21.16%-4.2pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,157 | $3,364-35.9% | $3,048-29.2% | $2,637-18.2% |
| Participant deferral / active EE | $4,158 | $5,218-20.3% | $4,738-12.2% | $4,528-8.2% |
| Admin fee / account holder | $139 | $204-32.3% | $8,948-98.5% | $348-60.2% |