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 INVESTMENT SERVICES Service code 15 · EIN 74-2794194 120 VANTIS #400 · ALISA VIEJO, CA 92656 | Recordkeeping | $16,096 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,419 |
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 | $58,398 | $73,004-20.0% | $90,749-35.6% | $68,494-14.7% |
| Participation rate | 76.6% | 70.8%+5.8pp | 75.7%+0.9pp | 67.9%+8.7pp |
| Annual return | -17.28% | -13.81%-3.5pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,064 | $3,627-43.1% | $4,564-54.8% | $4,027-48.7% |
| Admin fee / account holder | $317 | $5,896-94.6% | $8,445-96.2% | $5,403-94.1% |