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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,008 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,705 |
ADP BROKER-DEALER10+ 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 | $55,631 | $60,323-7.8% | $81,812-32.0% | $74,495-25.3% |
| Participation rate | 80.8% | 62.9%+18.0pp | 72.3%+8.5pp | 67.2%+13.6pp |
| Annual return | 19.84% | 16.90%+2.9pp | 773.79%-753.9pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $1,715 | $2,620-34.5% | $2,912-41.1% | $2,623-34.6% |
| Participant deferral / active EE | $4,092 | $3,387+20.8% | $4,319-5.2% | $4,346-5.8% |
| Admin fee / account holder | $111 | $1,486-92.5% | $7,386-98.5% | $1,942-94.3% |