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 37 · EIN 04-2647786 | Loan Processing | $48,018 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $37,500 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
SUTTON FROST CARY LLP2 years Filed as: SUTTON CARY FROST LLP Service code 10 · EIN 75-2593210 | Accounting | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,564 | $106,028+183.5% | $146,958+104.5% | $77,643+287.1% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.1pp | 70.6%+27.6pp |
| Annual return | 16.51% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $7,861 | $4,063+93.5% | $4,933+59.4% | $2,726+188.4% |
| Participant deferral / active EE | $16,202 | $7,990+102.8% | $8,070+100.8% | $4,647+248.6% |
| Admin fee / account holder | $330 | $337-2.2% | $12,998-97.5% | $430-23.3% |