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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,675 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $50,000 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,158 | $91,407-28.7% | $135,903-52.1% | $71,457-8.8% |
| Participation rate | 98.6% | 75.7%+22.9pp | 81.9%+16.6pp | 67.9%+30.6pp |
| Annual return | 21.87% | 29.90%-8.0pp | 68.23%-46.4pp | 28.85%-7.0pp |
| Employer contribution / active EE | $4,479 | $3,703+20.9% | $4,856-7.8% | $2,588+73.1% |
| Participant deferral / active EE | $9,428 | $7,092+32.9% | $7,758+21.5% | $4,289+119.8% |
| Admin fee / account holder | $282 | $1,266-77.7% | $10,762-97.4% | $1,587-82.2% |