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 ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $20,749 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,729 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,904 | $79,184-29.4% | $102,438-45.4% | $74,546-25.0% |
| Participation rate | 94.3% | 74.8%+19.5pp | 76.5%+17.8pp | 67.2%+27.1pp |
| Annual return | 10.18% | 54.95%-44.8pp | 29.37%-19.2pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $1,120 | $2,362-52.6% | $3,024-63.0% | $2,624-57.3% |
| Participant deferral / active EE | $6,450 | $4,414+46.1% | $5,054+27.6% | $4,347+48.4% |
| Admin fee / account holder | $176 | $2,001-91.2% | $9,448-98.1% | $1,944-90.9% |