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 | $15,587 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,700 |
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 | $40,340 | $44,873-10.1% | $79,464-49.2% | $56,287-28.3% |
| Participation rate | 84.2% | 68.7%+15.5pp | 73.3%+10.9pp | 69.9%+14.4pp |
| Annual return | 8.20% | 0.81%+7.4pp | 718.14%-709.9pp | -9.96%+18.2pp |
| Employer contribution / active EE | $1,420 | $2,140-33.6% | $2,800-49.3% | $2,111-32.7% |
| Participant deferral / active EE | $3,649 | $2,746+32.9% | $3,704-1.5% | $3,350+8.9% |
| Admin fee / account holder | $163 | $418-61.1% | $5,113-96.8% | $521-68.8% |