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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $81,695 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $50,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $63,863 | $43,999+45.1% | $79,464-19.6% | $55,725+14.6% |
| Participation rate | 95.3% | 66.9%+28.4pp | 73.3%+22.0pp | 70.9%+24.5pp |
| Annual return | -3.31% | 1.81%-5.1pp | 718.14%-721.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,510 | $1,830+37.2% | $2,800-10.4% | $2,078+20.8% |
| Participant deferral / active EE | $5,001 | $2,538+97.0% | $3,704+35.0% | $3,356+49.0% |
| Admin fee / account holder | $170 | $118+44.4% | $5,113-96.7% | $115+47.3% |