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 27 · EIN 35-2552359 | Advisory (Plan) | $20,489 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,001 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,033 | $86,655-81.5% | $119,609-86.6% | $66,914-76.0% |
| Participation rate | 83.8% | 75.6%+8.3pp | 79.3%+4.6pp | 69.8%+14.0pp |
| Annual return | -16.42% | -8.00%-8.4pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $408 | $2,536-83.9% | $4,232-90.4% | $2,544-84.0% |
| Participant deferral / active EE | $2,718 | $4,358-37.6% | $5,602-51.5% | $4,237-35.9% |
| Admin fee / account holder | $93 | $755-87.7% | $10,323-99.1% | $593-84.4% |