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 | $24,788 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,407 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,989 | $70,475+19.2% | $100,516-16.4% | $79,858+5.2% |
| Participation rate | 96.8% | 73.7%+23.2pp | 79.4%+17.4pp | 69.6%+27.2pp |
| Annual return | 16.21% | 21.90%-5.7pp | 30.89%-14.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,163 | $2,165-46.3% | $3,418-66.0% | $2,471-52.9% |
| Participant deferral / active EE | $13,831 | $5,181+167.0% | $6,270+120.6% | $3,740+269.8% |
| Admin fee / account holder | $186 | $4,478-95.8% | $8,081-97.7% | $5,306-96.5% |