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 | $14,239 |
Filed as: SIGNATURE ESTATE AND INVESTMENT ADV Service code 15 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | Recordkeeping | $7,495 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,383 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $33,962 | $80,753-57.9% | $136,294-75.1% | $62,292-45.5% |
| Participation rate | 93.0% | 73.5%+19.4pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 18.08% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $2,518 | $2,884-12.7% | $4,695-46.4% | $2,042+23.3% |
| Participant deferral / active EE | $4,996 | $5,164-3.3% | $6,247-20.0% | $3,169+57.6% |
| Admin fee / account holder | $104 | $525-80.2% | $9,243-98.9% | $479-78.3% |