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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $24,762 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,453 |
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 | $90,991 | $56,972+59.7% | $182,532-50.2% | $65,185+39.6% |
| Participation rate | 91.7% | 66.5%+25.1pp | 78.0%+13.7pp | 70.2%+21.5pp |
| Annual return | 21.90% | 27.67%-5.8pp | 148.54%-126.6pp | 29.38%-7.5pp |
| Employer contribution / active EE | $926 | $1,615-42.7% | $4,076-77.3% | $2,177-57.5% |
| Participant deferral / active EE | $8,119 | $3,526+130.3% | $5,524+47.0% | $3,514+131.1% |
| Admin fee / account holder | $319 | $528-39.5% | $8,592-96.3% | $847-62.3% |