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 27 · EIN 35-2552359 | Advisory (Plan) | $19,268 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,364 | $87,013-39.8% | $106,213-50.7% | $80,856-35.2% |
| Participation rate | 82.2% | 70.4%+11.8pp | 75.3%+6.9pp | 67.6%+14.6pp |
| Annual return | 14.16% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,339 | $2,395-2.4% | $3,171-26.3% | $2,755-15.1% |
| Participant deferral / active EE | $3,311 | $3,986-16.9% | $5,016-34.0% | $4,296-22.9% |
| Admin fee / account holder | $306 | $8,431-96.4% | $11,033-97.2% | $6,918-95.6% |