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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,558 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $8,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,825 | $62,132-39.1% | $185,823-79.6% | $73,488-48.5% |
| Participation rate | 52.6% | 67.8%-15.2pp | 78.0%-25.4pp | 70.7%-18.1pp |
| Annual return | 14.94% | 20.44%-5.5pp | 35.95%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $669 | $1,681-60.2% | $4,087-83.6% | $2,270-70.5% |
| Participant deferral / active EE | $2,134 | $3,711-42.5% | $5,632-62.1% | $3,740-42.9% |
| Admin fee / account holder | $232 | $419-44.5% | $9,500-97.6% | $513-54.7% |