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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $84,616 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $33,656 |
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 | $35,905 | $57,831-37.9% | $82,389-56.4% | $85,563-58.0% |
| Participation rate | 91.1% | 55.0%+36.2pp | 69.5%+21.6pp | 66.0%+25.2pp |
| Annual return | 11.96% | 17.86%-5.9pp | 28.67%-16.7pp | 31.51%-19.6pp |
| Employer contribution / active EE | $3,315 | $1,643+101.8% | $2,517+31.7% | $2,654+24.9% |
| Participant deferral / active EE | $3,070 | $3,118-1.5% | $4,155-26.1% | $4,375-29.8% |
| Admin fee / account holder | $216 | $1,391-84.5% | $7,231-97.0% | $834-74.1% |