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 4-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 | $37,529 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $29,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,814 | $34,934+19.7% | $56,411-25.9% | $74,495-43.9% |
| Participation rate | 98.2% | 32.8%+65.4pp | 52.5%+45.8pp | 67.2%+31.0pp |
| Annual return | 17.88% | 25.94%-8.1pp | 1701.33%-1683.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,900 | $609+212.0% | $1,039+82.9% | $2,623-27.6% |
| Participant deferral / active EE | $5,495 | $1,170+369.5% | $1,952+181.5% | $4,346+26.5% |
| Admin fee / account holder | $250 | $2,364-89.4% | $2,829-91.2% | $1,942-87.1% |