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 | $22,732 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,927 |
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 | $52,981 | $58,208-9.0% | $81,812-35.2% | $80,856-34.5% |
| Participation rate | 95.5% | 63.4%+32.1pp | 72.3%+23.2pp | 67.6%+27.9pp |
| Annual return | 19.12% | 41.66%-22.5pp | 773.79%-754.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,757 | $2,340+17.8% | $2,912-5.3% | $2,755+0.1% |
| Participant deferral / active EE | $9,923 | $3,281+202.4% | $4,319+129.8% | $4,296+131.0% |
| Admin fee / account holder | $143 | $4,981-97.1% | $7,386-98.1% | $6,918-97.9% |