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 5-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, LLC Service code 15 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $8,300 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,191 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,541 | $91,407-83.0% | $135,903-88.6% | $71,457-78.3% |
| Participation rate | 96.9% | 75.7%+21.2pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 29.62% | 29.90%-0.3pp | 68.23%-38.6pp | 28.85%+0.8pp |
| Employer contribution / active EE | $1,017 | $3,703-72.5% | $4,856-79.0% | $2,588-60.7% |
| Participant deferral / active EE | $3,315 | $7,092-53.3% | $7,758-57.3% | $4,289-22.7% |
| Admin fee / account holder | $263 | $1,266-79.2% | $10,762-97.6% | $1,587-83.4% |