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 | $24,708 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,526 |
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 | $102,014 | $86,655+17.7% | $119,609-14.7% | $66,914+52.5% |
| Participation rate | 67.1% | 75.6%-8.4pp | 79.3%-12.1pp | 69.8%-2.7pp |
| Annual return | -17.79% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,522 | $2,536-40.0% | $4,232-64.0% | $2,544-40.2% |
| Participant deferral / active EE | $5,923 | $4,358+35.9% | $5,602+5.7% | $4,237+39.8% |
| Admin fee / account holder | $338 | $755-55.2% | $10,323-96.7% | $593-43.0% |