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 4-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,292 |
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 | $52,346 | $82,202-36.3% | $125,339-58.2% | $64,808-19.2% |
| Participation rate | 82.6% | 77.9%+4.7pp | 82.4%+0.2pp | 71.5%+11.1pp |
| Annual return | -11.52% | 3.48%-15.0pp | 572.05%-583.6pp | 32.82%-44.3pp |
| Employer contribution / active EE | $4,008 | $3,615+10.9% | $4,814-16.7% | $2,506+59.9% |
| Participant deferral / active EE | $9,943 | $7,175+38.6% | $7,446+33.5% | $4,310+130.7% |
| Admin fee / account holder | $184 | $163+12.5% | $10,010-98.2% | $188-2.2% |