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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,423 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,704 |
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 | $59,384 | $66,124-10.2% | $90,404-34.3% | $73,488-19.2% |
| Participation rate | 81.0% | 69.7%+11.3pp | 72.7%+8.3pp | 70.7%+10.3pp |
| Annual return | 12.07% | 17.65%-5.6pp | 1293.02%-1280.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,521 | $2,346-35.2% | $3,262-53.4% | $2,270-33.0% |
| Participant deferral / active EE | $3,951 | $3,039+30.0% | $3,963-0.3% | $3,740+5.6% |
| Admin fee / account holder | $150 | $396-62.2% | $5,611-97.3% | $513-70.8% |