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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,333 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $29,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,201 | $54,193-16.6% | $93,606-51.7% | $77,643-41.8% |
| Participation rate | 69.7% | 63.9%+5.8pp | 68.7%+1.0pp | 70.6%-0.9pp |
| Annual return | 10.62% | 30.54%-19.9pp | 133.20%-122.6pp | 31.24%-20.6pp |
| Employer contribution / active EE | $462 | $1,168-60.5% | $2,420-80.9% | $2,726-83.1% |
| Participant deferral / active EE | $4,363 | $3,144+38.8% | $4,411-1.1% | $4,647-6.1% |
| Admin fee / account holder | $248 | $576-56.9% | $8,285-97.0% | $430-42.3% |