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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,299 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,386 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,327 | $69,362-23.1% | $101,248-47.3% | $73,488-27.4% |
| Participation rate | 72.5% | 68.4%+4.1pp | 75.8%-3.3pp | 70.7%+1.8pp |
| Annual return | 16.21% | 18.46%-2.2pp | 46.47%-30.3pp | 28.51%-12.3pp |
| Employer contribution / active EE | $459 | $2,628-82.5% | $3,660-87.4% | $2,270-79.8% |
| Participant deferral / active EE | $2,885 | $3,300-12.6% | $4,370-34.0% | $3,740-22.9% |
| Admin fee / account holder | $318 | $704-54.8% | $5,945-94.7% | $513-38.1% |