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) | $38,897 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $29,214 |
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 | $94,811 | $65,435+44.9% | $86,677+9.4% | $66,914+41.7% |
| Participation rate | 88.7% | 75.5%+13.3pp | 76.6%+12.1pp | 69.8%+18.9pp |
| Annual return | -11.58% | -10.89%-0.7pp | 35.91%-47.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $3,184 | $2,153+47.9% | $2,836+12.3% | $2,544+25.2% |
| Participant deferral / active EE | $6,500 | $4,100+58.5% | $4,656+39.6% | $4,237+53.4% |
| Admin fee / account holder | $467 | $642-27.3% | $7,493-93.8% | $593-21.4% |