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 | $2,130 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 501 FELLOWSHIP RD · MT LAUREL, NJ 08054 | Other Services | $0 |
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 | $38,557 | $66,813-42.3% | $100,516-61.6% | $73,488-47.5% |
| Participation rate | 90.8% | 77.5%+13.3pp | 79.4%+11.4pp | 70.7%+20.1pp |
| Annual return | 24.33% | 25.70%-1.4pp | 30.89%-6.6pp | 28.51%-4.2pp |
| Employer contribution / active EE | $1,327 | $2,147-38.2% | $3,418-61.2% | $2,270-41.5% |
| Participant deferral / active EE | $4,661 | $5,883-20.8% | $6,270-25.7% | $3,740+24.6% |
| Admin fee / account holder | $10 | $512-98.0% | $8,081-99.9% | $513-98.0% |