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 | $20,123 |
ADP BROKER-DEALER6+ 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 | $41,556 | $54,573-23.9% | $90,951-54.3% | $73,488-43.5% |
| Participation rate | 62.3% | 61.2%+1.1pp | 69.0%-6.8pp | 70.7%-8.4pp |
| Annual return | 13.66% | 16.69%-3.0pp | 134.60%-120.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $420 | $991-57.7% | $2,122-80.2% | $2,270-81.5% |
| Participant deferral / active EE | $2,890 | $2,517+14.8% | $3,373-14.3% | $3,740-22.7% |
| Admin fee / account holder | $120 | $521-77.0% | $5,959-98.0% | $513-76.7% |