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 | $12,826 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,700 |
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 | $53,527 | $51,620+3.7% | $90,281-40.7% | $65,185-17.9% |
| Participation rate | 84.9% | 68.6%+16.3pp | 73.3%+11.6pp | 70.2%+14.7pp |
| Annual return | 19.95% | 24.94%-5.0pp | 78.10%-58.1pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,481 | $2,235-33.7% | $2,854-48.1% | $2,177-32.0% |
| Participant deferral / active EE | $3,981 | $2,871+38.7% | $3,885+2.5% | $3,514+13.3% |
| Admin fee / account holder | $155 | $384-59.7% | $5,351-97.1% | $847-81.7% |