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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,263 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $22,793 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,929 | $39,948-57.6% | $89,391-81.1% | $73,409-76.9% |
| Participation rate | 77.4% | 50.4%+27.0pp | 68.0%+9.4pp | 72.2%+5.2pp |
| Annual return | 21.79% | 50.12%-28.3pp | 245.62%-223.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $614 | $1,200-48.8% | $2,586-76.2% | $2,234-72.5% |
| Participant deferral / active EE | $2,498 | $2,193+13.9% | $3,890-35.8% | $3,805-34.3% |
| Admin fee / account holder | $135 | $134+0.8% | $4,881-97.2% | $158-14.3% |