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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $85,894 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $50,000 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,169 | $43,113+51.2% | $82,719-21.2% | $77,904-16.3% |
| Participation rate | 93.3% | 63.8%+29.4pp | 72.6%+20.7pp | 73.7%+19.6pp |
| Annual return | -2.08% | 2.60%-4.7pp | 701.18%-703.3pp | 12.21%-14.3pp |
| Employer contribution / active EE | $2,434 | $1,924+26.5% | $3,009-19.1% | $2,848-14.5% |
| Participant deferral / active EE | $5,142 | $3,057+68.2% | $4,395+17.0% | $4,806+7.0% |
| Admin fee / account holder | $109 | $102+6.4% | $5,329-98.0% | $133-17.9% |