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 | Advisory (Plan) | $85,279 |
LBMC, PC3 years Filed as: LBMC,PC Service code 10 | Accounting | $14,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,207 | $46,464+135.0% | $150,298-27.3% | $79,634+37.1% |
| Participation rate | 51.6% | 57.0%-5.4pp | 77.8%-26.2pp | 62.5%-10.9pp |
| Annual return | 14.72% | 27.89%-13.2pp | 62.79%-48.1pp | 36.46%-21.7pp |
| Employer contribution / active EE | $7 | $1,512-99.5% | $4,154-99.8% | $2,529-99.7% |
| Participant deferral / active EE | $5,127 | $2,157+137.7% | $5,453-6.0% | $3,835+33.7% |
| Admin fee / account holder | $348 | $891-60.9% | $14,116-97.5% | $1,002-65.2% |