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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.
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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 LLC Service code 99 · EIN 35-2552359 | Other Fees | $44,517 |
ASCENSUS LLC2 years Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $13,782 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,518 | $88,634-40.7% | $101,326-48.2% | $74,304-29.3% |
| Participation rate | 82.6% | 76.9%+5.7pp | 81.5%+1.1pp | 60.3%+22.2pp |
| Annual return | 15.63% | 33.10%-17.5pp | 36.82%-21.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,557 | $2,930-12.8% | $3,665-30.2% | $2,241+14.1% |
| Participant deferral / active EE | $4,869 | $7,322-33.5% | $7,994-39.1% | $3,767+29.2% |
| Admin fee / account holder | $380 | $2,425-84.3% | $11,185-96.6% | $2,969-87.2% |