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 ADVISOR SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY, BLDG 2 · AUSTON, TX 78735 | Advisory (Plan) | $38,555 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $25,286 |
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 | $103,712 | $84,936+22.1% | $111,297-6.8% | $79,386+30.6% |
| Participation rate | 82.1% | 75.9%+6.2pp | 77.3%+4.8pp | 70.7%+11.4pp |
| Annual return | 14.58% | 17.45%-2.9pp | 54.65%-40.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,599 | $1,979+31.3% | $2,731-4.8% | $2,427+7.1% |
| Participant deferral / active EE | $5,377 | $3,888+38.3% | $4,487+19.8% | $4,046+32.9% |
| Admin fee / account holder | $434 | $537-19.2% | $7,964-94.5% | $626-30.7% |