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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.
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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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC7+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $43,342 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,943 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,589 | $86,655+8.0% | $119,609-21.8% | $66,914+39.9% |
| Participation rate | 86.0% | 75.6%+10.4pp | 79.3%+6.7pp | 69.8%+16.2pp |
| Annual return | -15.36% | -8.00%-7.4pp | -14.97%-0.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $300 | $2,536-88.2% | $4,232-92.9% | $2,544-88.2% |
| Participant deferral / active EE | $4,522 | $4,358+3.8% | $5,602-19.3% | $4,237+6.7% |
| Admin fee / account holder | $348 | $755-53.8% | $10,323-96.6% | $593-41.3% |