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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,784 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,838 |
Filed as: BLACKBURN, CHILDERS Service code 10 · EIN 62-0647474 | Accounting | $15,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,480 | $66,098-0.9% | $101,794-35.7% | $74,304-11.9% |
| Participation rate | 93.3% | 53.8%+39.6pp | 69.2%+24.1pp | 60.3%+33.0pp |
| Annual return | 16.59% | 19.59%-3.0pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,229 | $1,082+106.1% | $2,289-2.6% | $2,241-0.5% |
| Participant deferral / active EE | $4,440 | $2,781+59.6% | $4,084+8.7% | $3,767+17.8% |
| Admin fee / account holder | $404 | $4,146-90.2% | $8,777-95.4% | $2,969-86.4% |