Filed May 22, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,599 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,868 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $3,897 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,238 | $92,971-65.3% | $96,683-66.7% | $74,419-56.7% |
| Participation rate | 66.9% | 71.5%-4.6pp | 74.3%-7.4pp | 70.7%-3.8pp |
| Annual return | 11.50% | 37.49%-26.0pp | 35.69%-24.2pp | 34.38%-22.9pp |
| Employer contribution / active EE | $1,686 | $3,426-50.8% | $3,737-54.9% | $2,637-36.1% |
| Participant deferral / active EE | $1,924 | $3,970-51.5% | $4,878-60.6% | $4,528-57.5% |
| Admin fee / account holder | $149 | $633-76.5% | $6,730-97.8% | $348-57.2% |