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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $17,145 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $31,872 | $42,548-25.1% | $74,550-57.2% | $56,287-43.4% |
| Participation rate | 57.4% | 60.5%-3.1pp | 69.1%-11.8pp | 69.9%-12.5pp |
| Annual return | -6.48% | 12.40%-18.9pp | 32.53%-39.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,675 | $2,277-26.4% | $3,108-46.1% | $3,350-50.0% |
| Admin fee / account holder | $113 | $467-75.9% | $5,060-97.8% | $521-78.3% |