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 | $32,738 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $15,038 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,261 | $99,957-69.7% | $149,696-79.8% | $73,488-58.8% |
| Participation rate | 83.9% | 75.7%+8.2pp | 82.5%+1.4pp | 70.7%+13.2pp |
| Annual return | 14.87% | 53.87%-39.0pp | 276.60%-261.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $491 | $3,191-84.6% | $4,644-89.4% | $2,270-78.4% |
| Participant deferral / active EE | $6,134 | $6,073+1.0% | $6,842-10.3% | $3,740+64.0% |
| Admin fee / account holder | $191 | $551-65.3% | $9,309-97.9% | $513-62.8% |