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 | $24,514 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,469 |
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 | $119,342 | $82,978+43.8% | $129,995-8.2% | $71,457+67.0% |
| Participation rate | 68.6% | 74.1%-5.5pp | 78.5%-9.9pp | 67.9%+0.7pp |
| Annual return | 17.49% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,720 | $2,622-34.4% | $4,320-60.2% | $2,588-33.5% |
| Participant deferral / active EE | $6,798 | $4,432+53.4% | $5,820+16.8% | $4,289+58.5% |
| Admin fee / account holder | $348 | $1,729-79.9% | $10,614-96.7% | $1,587-78.1% |