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 | $11,593 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,988 |
ADP BROKER-DEALER8+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,906 | $72,607-78.1% | $90,749-82.5% | $66,914-76.2% |
| Participation rate | 91.9% | 73.7%+18.2pp | 75.7%+16.2pp | 69.8%+22.1pp |
| Annual return | -8.82% | -12.28%+3.5pp | -12.16%+3.3pp | 1.58%-10.4pp |
| Employer contribution / active EE | $1,463 | $2,369-38.2% | $2,921-49.9% | $2,544-42.5% |
| Participant deferral / active EE | $2,797 | $3,977-29.7% | $4,564-38.7% | $4,237-34.0% |
| Admin fee / account holder | $102 | $707-85.5% | $8,445-98.8% | $593-82.8% |