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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $51,964 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $32,981 |
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 | $18,107 | $48,698-62.8% | $93,606-80.7% | $199,593-90.9% |
| Participation rate | 76.4% | 63.5%+12.8pp | 68.7%+7.7pp | 72.0%+4.4pp |
| Annual return | 0.00% | 15.34%-15.3pp | 133.20%-133.2pp | 34.25%-34.3pp |
| Employer contribution / active EE | $1,146 | $1,135+1.0% | $2,420-52.6% | $3,034-62.2% |
| Participant deferral / active EE | $1,826 | $2,817-35.2% | $4,411-58.6% | $5,087-64.1% |
| Admin fee / account holder | $49 | $195-74.7% | $8,285-99.4% | $269-81.7% |