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 | $101,150 |
KESTRA INVESTMENT SERVICES LLC7+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $45,000 |
CASSELL PLAN AUDITS7+ years Filed as: CASSELL PLAN AUDITS, INC Service code 15 · EIN 46-2966358 | Recordkeeping | $4,250 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,031 | $136,266-80.9% | $90,749-71.3% | $77,904-66.6% |
| Participation rate | 95.8% | 86.6%+9.1pp | 75.7%+20.1pp | 73.7%+22.1pp |
| Annual return | -16.22% | -11.32%-4.9pp | -12.16%-4.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,212 | $4,215-71.2% | $2,921-58.5% | $2,848-57.4% |
| Participant deferral / active EE | $3,951 | $6,353-37.8% | $4,564-13.4% | $4,806-17.8% |
| Admin fee / account holder | $126 | $399-68.3% | $8,445-98.5% | $133-4.8% |