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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC6+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $24,433 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,978 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,243 | $105,181-28.5% | $159,436-52.8% | $85,850-12.4% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.8%-41.2pp | 69.3%-27.6pp |
| Annual return | 13.53% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,183 | $3,318-64.4% | $4,829-75.5% | $2,565-53.9% |
| Participant deferral / active EE | $3,017 | $5,945-49.2% | $7,352-59.0% | $3,952-23.6% |
| Admin fee / account holder | $468 | $6,933-93.3% | $10,799-95.7% | $6,260-92.5% |