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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,601 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $49,965 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,429 | $58,290+53.4% | $98,442-9.2% | $86,799+3.0% |
| Participation rate | 91.0% | 68.3%+22.7pp | 73.3%+17.7pp | 72.3%+18.7pp |
| Annual return | 17.78% | 43.48%-25.7pp | 1492.73%-1474.9pp | 97.91%-80.1pp |
| Employer contribution / active EE | $2,552 | $2,008+27.1% | $2,960-13.8% | $2,405+6.1% |
| Participant deferral / active EE | $5,197 | $3,152+64.9% | $4,276+21.5% | $4,131+25.8% |
| Admin fee / account holder | $139 | $138+0.9% | $5,949-97.7% | $170-18.1% |