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 | $17,961 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,249 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,625 | $78,485-75.0% | $106,213-81.5% | $74,495-73.7% |
| Participation rate | 86.9% | 72.8%+14.1pp | 75.3%+11.7pp | 67.2%+19.7pp |
| Annual return | 16.91% | 15.95%+1.0pp | 116.14%-99.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,760 | $2,523-30.3% | $3,171-44.5% | $2,623-32.9% |
| Participant deferral / active EE | $2,375 | $4,322-45.0% | $5,016-52.6% | $4,346-45.3% |
| Admin fee / account holder | $124 | $2,232-94.5% | $11,033-98.9% | $1,942-93.6% |