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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,089 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 116 HUNTINGTON AVE · BOSTON, MA 02116 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,616 | $79,694-62.8% | $96,139-69.2% | $79,386-62.7% |
| Participation rate | 84.1% | 54.0%+30.1pp | 68.4%+15.6pp | 70.7%+13.4pp |
| Annual return | 17.16% | 40.84%-23.7pp | 191.94%-174.8pp | 116.85%-99.7pp |
| Employer contribution / active EE | $1,451 | $1,443+0.5% | $2,797-48.1% | $2,427-40.2% |
| Participant deferral / active EE | $4,809 | $2,539+89.4% | $4,349+10.6% | $4,046+18.9% |
| Admin fee / account holder | $23 | $630-96.4% | $5,537-99.6% | $626-96.4% |