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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,459 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,700 |
ADP BROKER-DEALER9+ 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 | $51,717 | $58,264-11.2% | $86,612-40.3% | $71,457-27.6% |
| Participation rate | 79.7% | 65.0%+14.7pp | 71.7%+8.0pp | 67.9%+11.8pp |
| Annual return | 16.37% | 21.63%-5.3pp | 591.07%-574.7pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,133 | $2,574-17.1% | $3,022-29.4% | $2,588-17.6% |
| Participant deferral / active EE | $4,599 | $3,436+33.8% | $4,438+3.6% | $4,289+7.2% |
| Admin fee / account holder | $128 | $1,057-87.9% | $5,614-97.7% | $1,587-92.0% |