See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $42,658 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,747 | $79,523+7.8% | $140,016-38.8% | $56,287+52.3% |
| Participation rate | 72.4% | 85.7%-13.3pp | 87.5%-15.1pp | 69.9%+2.5pp |
| Annual return | -6.18% | 2.39%-8.6pp | 651.12%-657.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $4,306 | $3,350+28.5% | $5,606-23.2% | $2,111+104.0% |
| Participant deferral / active EE | $7,100 | $5,129+38.4% | $6,927+2.5% | $3,350+112.0% |
| Admin fee / account holder | $228 | $614-62.9% | $10,705-97.9% | $521-56.2% |