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 | $59,547 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,392 |
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 | $63,933 | $106,028-39.7% | $146,958-56.5% | $77,643-17.7% |
| Participation rate | 76.3% | 78.4%-2.1pp | 82.2%-5.9pp | 70.6%+5.7pp |
| Annual return | 23.83% | 56.73%-32.9pp | 418.34%-394.5pp | 31.24%-7.4pp |
| Employer contribution / active EE | $4,312 | $4,063+6.1% | $4,933-12.6% | $2,726+58.2% |
| Participant deferral / active EE | $10,562 | $7,990+32.2% | $8,070+30.9% | $4,647+127.3% |
| Admin fee / account holder | $235 | $337-30.2% | $12,998-98.2% | $430-45.3% |