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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,872 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $13,979 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,028 | $77,813-42.1% | $123,544-63.6% | $64,186-29.8% |
| Participation rate | 85.5% | 74.7%+10.8pp | 82.3%+3.2pp | 69.6%+16.0pp |
| Annual return | -6.76% | 12.48%-19.2pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $659 | $3,014-78.2% | $4,628-85.8% | $2,381-72.3% |
| Participant deferral / active EE | $6,101 | $5,240+16.4% | $6,426-5.0% | $3,470+75.8% |
| Admin fee / account holder | $286 | $5,519-94.8% | $9,284-96.9% | $4,888-94.2% |