See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $56,284 |
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 99 · EIN 33-0449333 | Other Fees | $21,790 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $10,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,852 | $42,886-70.0% | $88,946-85.6% | $85,563-85.0% |
| Participation rate | 96.4% | 37.9%+58.5pp | 68.8%+27.6pp | 66.0%+30.5pp |
| Annual return | 15.00% | 44.56%-29.6pp | 57.82%-42.8pp | 31.51%-16.5pp |
| Employer contribution / active EE | $5,487 | $1,147+378.4% | $2,555+114.7% | $2,654+106.8% |
| Participant deferral / active EE | $0 | $2,108-100.0% | $4,581-100.0% | $4,375-100.0% |
| Admin fee / account holder | $252 | $2,263-88.9% | $8,261-96.9% | $834-69.8% |