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 8-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 | $23,913 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,796 | $69,763+24.4% | $67,502+28.6% | $74,495+16.5% |
| Participation rate | 70.5% | 71.4%-0.8pp | 72.9%-2.3pp | 67.2%+3.3pp |
| Annual return | 12.05% | -40.34%+52.4pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,440 | $2,704+27.2% | $2,731+26.0% | $2,623+31.2% |
| Participant deferral / active EE | $6,905 | $3,636+89.9% | $4,000+72.6% | $4,346+58.9% |
| Admin fee / account holder | $275 | $896-69.3% | $3,998-93.1% | $1,942-85.8% |