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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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,140 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 470 ATLANTIC AVE · BOSTON, MA 02110 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,452 | $84,487-45.0% | $125,339-62.9% | $66,914-30.6% |
| Participation rate | 63.7% | 76.4%-12.7pp | 82.4%-18.6pp | 69.8%-6.1pp |
| Annual return | -14.63% | -8.39%-6.2pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,019 | $6,781+77.2% | $7,446+61.4% | $4,237+183.7% |
| Admin fee / account holder | $8 | $685-98.9% | $10,010-99.9% | $593-98.7% |