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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,993 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,531 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,131 | $56,972+3.8% | $182,532-67.6% | $65,185-9.3% |
| Participation rate | 68.9% | 66.5%+2.4pp | 78.0%-9.1pp | 70.2%-1.3pp |
| Annual return | 19.96% | 27.67%-7.7pp | 148.54%-128.6pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,499 | $1,615-7.1% | $4,076-63.2% | $2,177-31.1% |
| Participant deferral / active EE | $2,722 | $3,526-22.8% | $5,524-50.7% | $3,514-22.5% |
| Admin fee / account holder | $301 | $528-42.9% | $8,592-96.5% | $847-64.4% |