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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $76,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,473 |
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 | $125,743 | $75,388+66.8% | $123,544+1.8% | $55,725+125.6% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.3%+14.1pp | 70.9%+25.5pp |
| Annual return | 17.59% | 4.48%+13.1pp | 119.20%-101.6pp | 244.93%-227.3pp |
| Employer contribution / active EE | $4,282 | $3,063+39.8% | $4,628-7.5% | $2,078+106.0% |
| Participant deferral / active EE | $10,257 | $5,651+81.5% | $6,426+59.6% | $3,356+205.7% |
| Admin fee / account holder | $265 | $120+121.1% | $9,284-97.1% | $115+129.9% |