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 | $10,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,058 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,711 | $59,186-71.8% | $76,768-78.2% | $56,287-70.3% |
| Participation rate | 85.0% | 75.2%+9.8pp | 77.0%+8.0pp | 69.9%+15.1pp |
| Annual return | -2.84% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,016 | $1,759-42.2% | $2,485-59.1% | $2,111-51.9% |
| Participant deferral / active EE | $2,179 | $3,255-33.1% | $3,852-43.4% | $3,350-35.0% |
| Admin fee / account holder | $54 | $489-89.0% | $6,675-99.2% | $521-89.7% |