Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,933 | $106,110-39.7% | $147,005-56.5% | $77,671-17.7% |
| Participation rate | 76.3% | 78.4%-2.1pp | 82.2%-5.9pp | 70.6%+5.7pp |
| Annual return | 23.83% | 56.77%-32.9pp | 418.76%-394.9pp | 31.21%-7.4pp |
| Employer contribution / active EE | $4,312 | $4,065+6.1% | $4,934-12.6% | $2,726+58.2% |
| Participant deferral / active EE | $10,562 | $7,992+32.2% | $8,070+30.9% | $4,648+127.3% |
| Admin fee / account holder | $235 | $338-30.3% | $13,006-98.2% | $430-45.3% |