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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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,021 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $7,579 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,858 | $80,753-55.6% | $136,294-73.7% | $62,292-42.4% |
| Participation rate | 76.1% | 73.5%+2.6pp | 81.9%-5.8pp | 69.5%+6.6pp |
| Annual return | 17.64% | 35.83%-18.2pp | 5155.94%-5138.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,598 | $5,164+47.1% | $6,247+21.6% | $3,169+139.8% |
| Admin fee / account holder | $158 | $525-70.0% | $9,243-98.3% | $479-67.1% |