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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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $25,174 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,880 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,086 | $62,132-1.7% | $185,823-67.1% | $73,488-16.9% |
| Participation rate | 97.2% | 67.8%+29.4pp | 78.0%+19.1pp | 70.7%+26.5pp |
| Annual return | 10.84% | 20.44%-9.6pp | 35.95%-25.1pp | 28.51%-17.7pp |
| Employer contribution / active EE | $2,934 | $1,681+74.5% | $4,087-28.2% | $2,270+29.2% |
| Participant deferral / active EE | $6,560 | $3,711+76.8% | $5,632+16.5% | $3,740+75.4% |
| Admin fee / account holder | $142 | $419-66.0% | $9,500-98.5% | $513-72.2% |