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 | $16,103 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $15,505 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,940 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $39,758 | $63,905-37.8% | $74,183-46.4% | $57,658-31.0% |
| Participation rate | 93.4% | 79.8%+13.7pp | 76.6%+16.8pp | 70.2%+23.2pp |
| Annual return | 6.44% | 60.60%-54.2pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,319 | $1,840+26.0% | $2,370-2.1% | $1,974+17.5% |
| Participant deferral / active EE | $3,549 | $3,448+2.9% | $3,5500% | $3,061+16.0% |
| Admin fee / account holder | $120 | $91+32.2% | $5,586-97.8% | $95+27.4% |