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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $94,334 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $38,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,000 | $40,385-55.4% | $80,569-77.7% | $74,419-75.8% |
| Participation rate | 83.8% | 47.4%+36.4pp | 67.0%+16.8pp | 70.7%+13.1pp |
| Annual return | 16.52% | 164.85%-148.3pp | 935.43%-918.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $764 | $1,496-48.9% | $2,723-71.9% | $2,637-71.0% |
| Participant deferral / active EE | $3,678 | $2,674+37.5% | $4,447-17.3% | $4,528-18.8% |
| Admin fee / account holder | $124 | $720-82.7% | $5,377-97.7% | $348-64.3% |