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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $17,907 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,684 |
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 | $41,315 | $57,281-27.9% | $86,612-52.3% | $75,163-45.0% |
| Participation rate | 94.5% | 63.2%+31.3pp | 71.7%+22.8pp | 67.2%+27.3pp |
| Annual return | 20.58% | 2670.75%-2650.2pp | 591.07%-570.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,640 | $2,314+14.1% | $3,022-12.7% | $2,670-1.1% |
| Participant deferral / active EE | $9,102 | $3,318+174.4% | $4,438+105.1% | $4,125+120.7% |
| Admin fee / account holder | $113 | $4,112-97.3% | $5,614-98.0% | $5,651-98.0% |