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 | $8,880 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,300 |
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 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 | $9,849 | $53,925-81.7% | $75,670-87.0% | $69,631-85.9% |
| Participation rate | 75.4% | 71.2%+4.2pp | 72.3%+3.0pp | 70.7%+4.7pp |
| Annual return | 14.34% | 17.84%-3.5pp | 27.34%-13.0pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $579 | $1,802-67.8% | $2,352-75.4% | $2,032-71.5% |
| Participant deferral / active EE | $2,045 | $2,569-20.4% | $3,142-34.9% | $3,224-36.6% |
| Admin fee / account holder | $40 | $97-58.3% | $5,800-99.3% | $110-63.4% |