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 3-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 15 · EIN 35-2552359 | Recordkeeping | $14,284 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,742 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $69,050 | $79,013-12.6% | $100,391-31.2% | $74,495-7.3% |
| Participation rate | 99.1% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 17.69% | 20.41%-2.7pp | 49.20%-31.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $3,918 | $3,021+29.7% | $3,942-0.6% | $2,623+49.4% |
| Participant deferral / active EE | $7,244 | $7,760-6.7% | $8,082-10.4% | $4,346+66.7% |
| Admin fee / account holder | $161 | $1,320-87.8% | $7,899-98.0% | $1,942-91.7% |