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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $171,677 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $50,034 |
ADP BROKER-DEALER10+ 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 | $63,235 | $55,331+14.3% | $81,812-22.7% | $199,593-68.3% |
| Participation rate | 87.2% | 62.5%+24.7pp | 72.3%+14.9pp | 72.0%+15.3pp |
| Annual return | 40.36% | 19.59%+20.8pp | 773.79%-733.4pp | 34.25%+6.1pp |
| Employer contribution / active EE | $2,456 | $2,101+16.9% | $2,912-15.7% | $3,034-19.1% |
| Participant deferral / active EE | $5,268 | $3,283+60.5% | $4,319+22.0% | $5,087+3.6% |
| Admin fee / account holder | $102 | $346-70.6% | $7,386-98.6% | $269-62.2% |