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, LLC Service code 16 · EIN 35-2552359 | Consulting | $62,880 |
KPMG LLP1 year Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $25,800 |
Service code 10 · EIN 81-5060495 | Accounting | $8,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$176,612 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $565,933 | $104,317+442.5% | $159,436+255.0% | $86,799+552.0% |
| Participation rate | 90.2% | 77.7%+12.5pp | 82.8%+7.4pp | 72.3%+18.0pp |
| Annual return | 16.20% | 26.32%-10.1pp | 263.57%-247.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $12,530 | $3,451+263.1% | $4,829+159.5% | $2,405+420.9% |
| Participant deferral / active EE | $10,613 | $6,837+55.2% | $7,352+44.4% | $4,131+156.9% |
| Admin fee / account holder | $213 | $172+23.9% | $10,799-98.0% | $170+25.8% |