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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $16,973 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,192 |
ADP BROKER-DEALER8+ 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 | $30,749 | $54,350-43.4% | $82,719-62.8% | $68,494-55.1% |
| Participation rate | 94.5% | 63.9%+30.6pp | 72.6%+22.0pp | 67.9%+26.6pp |
| Annual return | -18.76% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,648 | $2,218+19.4% | $3,009-12.0% | $2,596+2.0% |
| Participant deferral / active EE | $7,980 | $3,246+145.8% | $4,395+81.6% | $4,027+98.2% |
| Admin fee / account holder | $101 | $4,395-97.7% | $5,329-98.1% | $5,403-98.1% |