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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $123,632 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $64,267 |
CARON & BLETZER, PLLC1 year Service code 15 · EIN 04-3499945 | Recordkeeping | $10,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,426 | $52,224-53.2% | $88,946-72.5% | $102,872-76.3% |
| Participation rate | 84.6% | 40.8%+43.9pp | 68.8%+15.8pp | 73.0%+11.6pp |
| Annual return | 18.59% | 16.96%+1.6pp | 57.82%-39.2pp | 19.06%-0.5pp |
| Employer contribution / active EE | $1,082 | $1,241-12.8% | $2,555-57.6% | $3,526-69.3% |
| Participant deferral / active EE | $3,526 | $2,611+35.0% | $4,581-23.0% | $5,535-36.3% |
| Admin fee / account holder | $155 | $1,723-91.0% | $8,261-98.1% | $292-47.0% |