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 5-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 | $39,813 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,235 |
ADP BROKER-DEALER1 year 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 | $61,249 | $101,317-39.5% | $146,958-58.3% | $74,495-17.8% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 19.95% | 8730.91%-8711.0pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $3,134 | $3,810-17.8% | $4,933-36.5% | $2,623+19.5% |
| Participant deferral / active EE | $11,064 | $7,303+51.5% | $8,070+37.1% | $4,346+154.6% |
| Admin fee / account holder | $292 | $1,739-83.2% | $12,998-97.8% | $1,942-85.0% |