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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.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,893 |
ADEPTUS PARTNERS LLC1 year Filed as: ADEPTUS PARTNERS, LLC Service code 10 3311 OLNEY SANDY SPRING RD · OLNEY, MD 20832 | Accounting | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,595 | $106,028+26.0% | $146,958-9.1% | $77,643+72.1% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 12.79% | 56.73%-43.9pp | 418.34%-405.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,154 | $4,063-47.0% | $4,933-56.3% | $2,726-21.0% |
| Participant deferral / active EE | $8,428 | $7,990+5.5% | $8,070+4.4% | $4,647+81.4% |
| Admin fee / account holder | $261 | $337-22.7% | $12,998-98.0% | $430-39.4% |