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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,491 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $7,631 |
Filed as: RETIREMENT PLANNERS Service code 49 | Other Services | $2,649 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,145 | $49,693-53.4% | $70,515-67.2% | $74,419-68.9% |
| Participation rate | 98.3% | 64.7%+33.7pp | 68.3%+30.0pp | 70.7%+27.6pp |
| Annual return | 11.08% | 21.22%-10.1pp | 32.77%-21.7pp | 34.38%-23.3pp |
| Employer contribution / active EE | $2,451 | $1,773+38.2% | $2,973-17.6% | $2,637-7.1% |
| Participant deferral / active EE | $2,296 | $3,376-32.0% | $4,567-49.7% | $4,528-49.3% |
| Admin fee / account holder | $147 | $316-53.5% | $6,412-97.7% | $348-57.8% |