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 | $44,635 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,248 |
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.
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 | $33,902 | $82,917-59.1% | $103,333-67.2% | $77,643-56.3% |
| Participation rate | 68.4% | 71.6%-3.1pp | 74.5%-6.1pp | 70.6%-2.1pp |
| Annual return | 11.64% | 19.13%-7.5pp | 24.88%-13.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $4,107 | $3,552+15.6% | $3,868+6.2% | $2,726+50.7% |
| Participant deferral / active EE | $1,911 | $4,108-53.5% | $5,057-62.2% | $4,647-58.9% |
| Admin fee / account holder | $148 | $638-76.9% | $8,355-98.2% | $430-65.7% |