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 13 · EIN 06-1050034 | Contract Administrator | $139,282 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 49 · EIN 35-2552359 | Other Services | $106,320 |
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 | $162,445 | $88,480+83.6% | $96,683+68.0% | $80,160+102.7% |
| Participation rate | 83.4% | 79.9%+3.5pp | 74.3%+9.1pp | 72.9%+10.5pp |
| Annual return | 17.70% | 22.53%-4.8pp | 35.69%-18.0pp | 40.38%-22.7pp |
| Employer contribution / active EE | $10,114 | $4,176+142.2% | $3,737+170.7% | $2,978+239.6% |
| Participant deferral / active EE | $3,429 | $3,959-13.4% | $4,878-29.7% | $5,017-31.6% |
| Admin fee / account holder | $74 | $212-64.9% | $6,730-98.9% | $145-48.8% |