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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,214 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $22,477 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $29,169 | $84,487-65.5% | $125,339-76.7% | $66,914-56.4% |
| Participation rate | 89.0% | 76.4%+12.6pp | 82.4%+6.6pp | 69.8%+19.2pp |
| Annual return | -9.90% | -8.39%-1.5pp | 572.05%-581.9pp | 1.58%-11.5pp |
| Employer contribution / active EE | $1,389 | $3,553-60.9% | $4,814-71.1% | $2,544-45.4% |
| Participant deferral / active EE | $8,163 | $6,781+20.4% | $7,446+9.6% | $4,237+92.7% |
| Admin fee / account holder | $189 | $685-72.4% | $10,010-98.1% | $593-68.2% |