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 |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $18,606 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,886 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,338 | $54,705+28.6% | $71,209-1.2% | $84,808-17.1% |
| Participation rate | 97.0% | 64.1%+32.9pp | 73.8%+23.3pp | 68.3%+28.7pp |
| Annual return | 17.43% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,314 | $2,158+53.6% | $2,721+21.8% | $2,631+25.9% |
| Participant deferral / active EE | $12,673 | $3,030+318.2% | $4,175+203.5% | $4,212+200.9% |
| Admin fee / account holder | $181 | $4,863-96.3% | $5,349-96.6% | $7,344-97.5% |