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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 | $16,454 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,461 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $41,275 | $100,923-59.1% | $150,045-72.5% | $74,304-44.5% |
| Participation rate | 94.5% | 70.1%+24.4pp | 82.3%+12.2pp | 60.3%+34.1pp |
| Annual return | 14.33% | 51.77%-37.4pp | 62.55%-48.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,952 | $6,709-26.2% | $7,997-38.1% | $3,767+31.4% |
| Admin fee / account holder | $221 | $2,767-92.0% | $13,435-98.4% | $2,969-92.5% |