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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $29,161 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,345 |
ADP BROKER-DEALER3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,648 | $71,192+38.6% | $117,854-16.3% | $62,292+58.4% |
| Participation rate | 55.8% | 74.2%-18.4pp | 79.7%-23.9pp | 69.5%-13.7pp |
| Annual return | 14.94% | 18.66%-3.7pp | 335.08%-320.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $379 | $1,934-80.4% | $3,786-90.0% | $2,042-81.4% |
| Participant deferral / active EE | $2,876 | $3,189-9.8% | $4,482-35.8% | $3,169-9.2% |
| Admin fee / account holder | $303 | $587-48.4% | $8,020-96.2% | $479-36.8% |