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 | $27,644 |
ADP BROKER-DEALER8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,700 | $49,451-1.5% | $79,550-38.8% | $66,914-27.2% |
| Participation rate | 61.0% | 61.3%-0.3pp | 69.5%-8.5pp | 69.8%-8.8pp |
| Annual return | -15.54% | 84.25%-99.8pp | 0.16%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $933 | $1,266-26.3% | $2,413-61.3% | $2,544-63.3% |
| Participant deferral / active EE | $3,580 | $3,159+13.3% | $3,985-10.2% | $4,237-15.5% |
| Admin fee / account holder | $170 | $595-71.5% | $6,832-97.5% | $593-71.4% |