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 LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $79,275 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $60,420 |
DEAN DORTON ALLEN FORD, PLLC4 years Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $17,000 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT ADVISORY LLC Service code 15 · EIN 88-2725652 | Recordkeeping | $12,613 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $6,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,840 | $56,102+47.7% | $101,794-18.6% | $102,872-19.5% |
| Participation rate | 32.1% | 70.4%-38.3pp | 69.2%-37.1pp | 73.0%-40.9pp |
| Annual return | 12.44% | 14.06%-1.6pp | 30.53%-18.1pp | 19.06%-6.6pp |
| Employer contribution / active EE | $749 | $1,380-45.7% | $2,289-67.3% | $3,526-78.8% |
| Participant deferral / active EE | $1,307 | $2,801-53.4% | $4,084-68.0% | $5,535-76.4% |
| Admin fee / account holder | $442 | $262+68.7% | $8,777-95.0% | $292+51.3% |