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 | $27,155 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,331 | $70,669+23.6% | $169,368-48.4% | $75,163+16.2% |
| Participation rate | 99.0% | 64.8%+34.2pp | 77.1%+21.8pp | 67.2%+31.8pp |
| Annual return | 17.69% | 36.36%-18.7pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,903 | $2,211+76.6% | $4,013-2.7% | $2,670+46.2% |
| Participant deferral / active EE | $8,087 | $4,311+87.6% | $6,221+30.0% | $4,125+96.0% |
| Admin fee / account holder | $207 | $5,402-96.2% | $9,003-97.7% | $5,651-96.3% |