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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,815 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $44,068 |
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 | $37,005 | $82,202-55.0% | $125,339-70.5% | $64,808-42.9% |
| Participation rate | 91.8% | 77.9%+14.0pp | 82.4%+9.5pp | 71.5%+20.4pp |
| Annual return | -16.03% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,888 | $3,615-20.1% | $4,814-40.0% | $2,506+15.3% |
| Participant deferral / active EE | $10,867 | $7,175+51.5% | $7,446+45.9% | $4,310+152.1% |
| Admin fee / account holder | $154 | $163-5.7% | $10,010-98.5% | $188-18.0% |