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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,741 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $26,474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,538 | $101,317-67.9% | $146,958-77.9% | $74,495-56.3% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.2%+5.9pp | 67.2%+20.9pp |
| Annual return | 13.55% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,200 | $3,810-68.5% | $4,933-75.7% | $2,623-54.2% |
| Participant deferral / active EE | $5,824 | $7,303-20.2% | $8,070-27.8% | $4,346+34.0% |
| Admin fee / account holder | $210 | $1,739-88.0% | $12,998-98.4% | $1,942-89.2% |