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 15 · EIN 01-0233346 | Recordkeeping | $38,286 |
Filed as: KESTRA ADVISOR SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $26,920 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,141 | $129,021-80.5% | $184,203-86.4% | $77,643-67.6% |
| Participation rate | 74.1% | 87.3%-13.2pp | 86.8%-12.7pp | 70.6%+3.5pp |
| Annual return | 13.33% | 33.27%-19.9pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,169 | $7,297-56.6% | $9,131-65.3% | $4,647-31.8% |
| Admin fee / account holder | $161 | $254-36.5% | $13,901-98.8% | $430-62.6% |