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 7-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 64 · EIN 71-0294708 | Recordkeeping Fees | $165,372 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $85,000 |
KP LYNCH CPA PC5 years Service code 10 · EIN 20-2059984 | Accounting | $4,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,622 | $106,028+29.8% | $146,958-6.4% | $77,643+77.3% |
| Participation rate | 78.1% | 78.4%-0.2pp | 82.2%-4.0pp | 70.6%+7.6pp |
| Annual return | 29.83% | 56.73%-26.9pp | 418.34%-388.5pp | 31.24%-1.4pp |
| Employer contribution / active EE | $1,178 | $4,063-71.0% | $4,933-76.1% | $2,726-56.8% |
| Participant deferral / active EE | $8,216 | $7,990+2.8% | $8,070+1.8% | $4,647+76.8% |
| Admin fee / account holder | $278 | $337-17.6% | $12,998-97.9% | $430-35.4% |