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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,952 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $30,986 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,293 | $40,174+25.2% | $84,015-40.1% | $67,579-25.6% |
| Participation rate | 39.9% | 62.7%-22.7pp | 69.0%-29.1pp | 71.3%-31.3pp |
| Annual return | 19.03% | 25.82%-6.8pp | 71.31%-52.3pp | 378.56%-359.5pp |
| Employer contribution / active EE | $293 | $808-63.7% | $1,983-85.2% | $2,148-86.3% |
| Participant deferral / active EE | $2,344 | $2,301+1.9% | $3,239-27.6% | $3,539-33.8% |
| Admin fee / account holder | $274 | $128+113.3% | $6,101-95.5% | $142+92.3% |