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 LLC3+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $34,314 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,432 |
ADP BROKER-DEALER4+ 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 | $86,384 | $66,302+30.3% | $110,238-21.6% | $56,287+53.5% |
| Participation rate | 61.2% | 74.9%-13.8pp | 79.8%-18.7pp | 69.9%-8.7pp |
| Annual return | -6.59% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $235 | $2,047-88.5% | $3,826-93.9% | $2,111-88.9% |
| Participant deferral / active EE | $3,509 | $3,381+3.8% | $4,672-24.9% | $3,350+4.8% |
| Admin fee / account holder | $321 | $698-54.1% | $8,547-96.2% | $521-38.4% |