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 | $12,915 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,700 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,326 | $51,197-9.5% | $82,719-44.0% | $66,914-30.8% |
| Participation rate | 73.3% | 67.8%+5.5pp | 72.6%+0.8pp | 69.8%+3.5pp |
| Annual return | -13.86% | -9.64%-4.2pp | 701.18%-715.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,853 | $2,611-29.0% | $3,009-38.4% | $2,544-27.2% |
| Participant deferral / active EE | $4,191 | $3,458+21.2% | $4,395-4.6% | $4,237-1.1% |
| Admin fee / account holder | $136 | $416-67.2% | $5,329-97.4% | $593-77.0% |