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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,872 |
ADP BROKER-DEALER7+ 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,491 | $93,373+3.3% | $152,466-36.7% | $85,850+12.4% |
| Participation rate | 62.8% | 70.1%-7.3pp | 78.2%-15.4pp | 69.3%-6.5pp |
| Annual return | 14.19% | 21.84%-7.7pp | 757.33%-743.1pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,598 | $4,550+1.1% | $5,820-21.0% | $3,952+16.4% |
| Admin fee / account holder | $44 | $13,853-99.7% | $15,805-99.7% | $6,260-99.3% |