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 | $26,993 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,521 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,109 | $69,010-1.3% | $159,960-57.4% | $68,494-0.6% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+19.0pp | 67.9%+29.1pp |
| Annual return | -16.10% | -9.65%-6.4pp | 408.60%-424.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,121 | $2,213+41.0% | $4,226-26.1% | $2,596+20.2% |
| Participant deferral / active EE | $7,360 | $4,212+74.7% | $6,182+19.0% | $4,027+82.8% |
| Admin fee / account holder | $213 | $4,798-95.6% | $8,698-97.6% | $5,403-96.1% |