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 64 · EIN 71-0294708 | Recordkeeping Fees | $214,457 |
Filed as: KKESTRA INVESTMENT SERVICES, LLC Service code 55 STE 400 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $100,870 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $49,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $96,106 | $53,136+80.9% | $155,509-38.2% | $199,593-51.8% |
| Participation rate | 40.1% | 64.1%-23.9pp | 78.2%-38.0pp | 72.0%-31.8pp |
| Annual return | 20.26% | 41.15%-20.9pp | 64.67%-44.4pp | 34.25%-14.0pp |
| Employer contribution / active EE | $506 | $1,851-72.7% | $4,672-89.2% | $3,034-83.3% |
| Participant deferral / active EE | $6,283 | $3,161+98.8% | $5,626+11.7% | $5,087+23.5% |
| Admin fee / account holder | $224 | $185+20.9% | $15,912-98.6% | $269-16.6% |