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 9-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,387 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 236 PONTE VEDRA PARK DR #101 · PONTE VEDRA BEACH, FL 32082 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,377 | $60,323-72.9% | $81,812-80.0% | $74,495-78.0% |
| Participation rate | 42.6% | 62.9%-20.3pp | 72.3%-29.8pp | 67.2%-24.6pp |
| Annual return | 12.42% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $729 | $2,620-72.2% | $2,912-75.0% | $2,623-72.2% |
| Participant deferral / active EE | $1,913 | $3,387-43.5% | $4,319-55.7% | $4,346-56.0% |
| Admin fee / account holder | $54 | $1,486-96.4% | $7,386-99.3% | $1,942-97.2% |