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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $39,131 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,347 | $88,982-31.1% | $102,438-40.1% | $77,671-21.0% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 13.37% | 25.01%-11.6pp | 29.37%-16.0pp | 31.21%-17.8pp |
| Employer contribution / active EE | $2,568 | $2,698-4.8% | $3,024-15.1% | $2,726-5.8% |
| Participant deferral / active EE | $5,802 | $5,144+12.8% | $5,054+14.8% | $4,648+24.8% |
| Admin fee / account holder | $129 | $236-45.2% | $9,448-98.6% | $430-70.0% |