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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,228 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $17,694 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,670 | $73,360-40.5% | $177,989-75.5% | $74,495-41.4% |
| Participation rate | 82.4% | 66.6%+15.8pp | 77.1%+5.3pp | 67.2%+15.2pp |
| Annual return | 11.17% | 17.49%-6.3pp | 294.48%-283.3pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,187 | $2,216-46.4% | $3,949-69.9% | $2,623-54.7% |
| Participant deferral / active EE | $3,699 | $4,513-18.1% | $6,276-41.1% | $4,346-14.9% |
| Admin fee / account holder | $233 | $1,808-87.1% | $10,363-97.7% | $1,942-88.0% |