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 | $21,547 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $123,550 | $93,182+32.6% | $146,665-15.8% | $79,386+55.6% |
| Participation rate | 65.5% | 76.4%-11.0pp | 80.1%-14.6pp | 70.7%-5.2pp |
| Annual return | 13.51% | 21.61%-8.1pp | 22.74%-9.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,463 | $2,420-39.5% | $4,136-64.6% | $2,427-39.7% |
| Participant deferral / active EE | $5,896 | $4,169+41.4% | $5,506+7.1% | $4,046+45.7% |
| Admin fee / account holder | $333 | $585-43.2% | $10,280-96.8% | $626-46.9% |