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 5-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $75,062 |
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $67,203 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $16,235 |
Service code 26 · EIN 74-2794194 800 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Advisory (Participants) | $8,470 |
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 | $32,343 | $88,480-63.4% | $96,683-66.5% | $80,160-59.7% |
| Participation rate | 75.9% | 79.9%-3.9pp | 74.3%+1.6pp | 72.9%+3.0pp |
| Annual return | 208.20% | 22.53%+185.7pp | 35.69%+172.5pp | 40.38%+167.8pp |
| Employer contribution / active EE | $2,316 | $4,176-44.5% | $3,737-38.0% | $2,978-22.2% |
| Participant deferral / active EE | $4,296 | $3,959+8.5% | $4,878-11.9% | $5,017-14.4% |
| Admin fee / account holder | $145 | $212-31.3% | $6,730-97.8% | $145+0.4% |