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 15 · EIN 35-0145825 | Recordkeeping | $90,036 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $51,483 |
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 | $71,515 | $104,317-31.4% | $159,436-55.1% | $86,799-17.6% |
| Participation rate | 57.0% | 77.7%-20.7pp | 82.8%-25.8pp | 72.3%-15.2pp |
| Annual return | 13.90% | 26.32%-12.4pp | 263.57%-249.7pp | 97.91%-84.0pp |
| Employer contribution / active EE | $947 | $3,451-72.6% | $4,829-80.4% | $2,405-60.6% |
| Participant deferral / active EE | $5,071 | $6,837-25.8% | $7,352-31.0% | $4,131+22.8% |
| Admin fee / account holder | $7 | $172-95.9% | $10,799-99.9% | $170-95.9% |