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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $78,075 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $50,000 |
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 | $79,530 | $54,237+46.6% | $90,281-11.9% | $67,579+17.7% |
| Participation rate | 95.1% | 68.6%+26.5pp | 73.3%+21.8pp | 71.3%+23.8pp |
| Annual return | 23.08% | 37.27%-14.2pp | 78.10%-55.0pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,593 | $1,846+40.5% | $2,854-9.2% | $2,148+20.7% |
| Participant deferral / active EE | $5,269 | $2,625+100.7% | $3,885+35.6% | $3,539+48.9% |
| Admin fee / account holder | $162 | $123+30.9% | $5,351-97.0% | $142+13.5% |