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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,583 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,354 | $78,485-38.4% | $106,213-54.5% | $74,495-35.1% |
| Participation rate | 86.2% | 72.8%+13.4pp | 75.3%+10.9pp | 67.2%+19.0pp |
| Annual return | 16.69% | 15.95%+0.7pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,470 | $2,523-2.1% | $3,171-22.1% | $2,623-5.8% |
| Participant deferral / active EE | $4,938 | $4,322+14.2% | $5,016-1.6% | $4,346+13.6% |
| Admin fee / account holder | $89 | $2,232-96.0% | $11,033-99.2% | $1,942-95.4% |