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 | $18,385 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,596 | $98,750-34.6% | $149,696-56.8% | $79,858-19.1% |
| Participation rate | 72.1% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.5pp |
| Annual return | 13.75% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $811 | $3,216-74.8% | $4,644-82.5% | $2,471-67.2% |
| Participant deferral / active EE | $6,685 | $5,680+17.7% | $6,842-2.3% | $3,740+78.7% |
| Admin fee / account holder | $310 | $6,053-94.9% | $9,309-96.7% | $5,306-94.2% |