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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,913 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $11,242 |
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 | $61,408 | $50,666+21.2% | $76,817-20.1% | $65,185-5.8% |
| Participation rate | 95.5% | 68.8%+26.7pp | 72.1%+23.4pp | 70.2%+25.3pp |
| Annual return | 20.34% | 28.51%-8.2pp | 1166.11%-1145.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $781 | $1,575-50.4% | $2,302-66.1% | $2,177-64.1% |
| Participant deferral / active EE | $5,756 | $2,647+117.5% | $3,336+72.6% | $3,514+63.8% |
| Admin fee / account holder | $270 | $463-41.6% | $6,420-95.8% | $847-68.1% |