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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $87,513 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $34,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,235 | $34,677-53.2% | $77,024-78.9% | $64,808-74.9% |
| Participation rate | 80.7% | 49.8%+30.9pp | 67.9%+12.8pp | 71.5%+9.2pp |
| Annual return | -16.74% | -5.33%-11.4pp | 42.32%-59.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $740 | $1,370-46.0% | $2,812-73.7% | $2,506-70.5% |
| Participant deferral / active EE | $3,693 | $2,556+44.5% | $4,426-16.6% | $4,310-14.3% |
| Admin fee / account holder | $134 | $179-24.8% | $5,425-97.5% | $188-28.5% |