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 | $2,679 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 600 UNIVERSITY · SEATTLE, WA 98101 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,818 | $58,320-36.9% | $86,436-57.4% | $66,914-45.0% |
| Participation rate | 92.6% | 78.6%+14.1pp | 80.3%+12.3pp | 69.8%+22.8pp |
| Annual return | -17.74% | -9.71%-8.0pp | 4394.89%-4412.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,727 | $2,615-34.0% | $3,769-54.2% | $2,544-32.1% |
| Participant deferral / active EE | $5,938 | $6,899-13.9% | $6,952-14.6% | $4,237+40.2% |
| Admin fee / account holder | $13 | $546-97.7% | $6,731-99.8% | $593-97.8% |