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 |
|---|---|---|
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $37,965 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $29,442 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $27,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,550 | $62,544-63.9% | $129,207-82.5% | $199,593-88.7% |
| Participation rate | 22.1% | 56.8%-34.7pp | 69.6%-47.5pp | 72.0%-49.9pp |
| Annual return | 15.22% | 16.95%-1.7pp | 9417.33%-9402.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $296 | $2,394-87.7% | $4,153-92.9% | $3,034-90.3% |
| Participant deferral / active EE | $1,089 | $3,123-65.1% | $4,168-73.9% | $5,087-78.6% |
| Admin fee / account holder | $170 | $167+1.8% | $7,715-97.8% | $269-36.8% |