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 LLC4+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $44,185 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,513 | $98,982-5.5% | $162,163-42.3% | $65,185+43.5% |
| Participation rate | 74.5% | 85.8%-11.2pp | 87.6%-13.0pp | 70.2%+4.3pp |
| Annual return | 24.34% | 24.84%-0.5pp | 115.59%-91.3pp | 29.38%-5.0pp |
| Employer contribution / active EE | $4,359 | $3,467+25.8% | $5,614-22.3% | $2,177+100.3% |
| Participant deferral / active EE | $7,149 | $5,384+32.8% | $7,298-2.0% | $3,514+103.5% |
| Admin fee / account holder | $214 | $596-64.2% | $10,843-98.0% | $847-74.8% |