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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $121,155 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $49,655 |
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 | $21,264 | $44,897-52.6% | $84,966-75.0% | $199,593-89.3% |
| Participation rate | 77.2% | 45.7%+31.5pp | 67.5%+9.7pp | 72.0%+5.3pp |
| Annual return | 15.28% | 20.96%-5.7pp | 66.38%-51.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $1,011 | $1,365-25.9% | $2,727-62.9% | $3,034-66.7% |
| Participant deferral / active EE | $3,609 | $2,668+35.3% | $4,519-20.1% | $5,087-29.0% |
| Admin fee / account holder | $146 | $584-74.9% | $6,149-97.6% | $269-45.5% |