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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,762 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $29,936 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,603 | $54,558+18.4% | $76,002-15.0% | $74,546-13.3% |
| Participation rate | 99.2% | 60.3%+38.9pp | 69.1%+30.1pp | 67.2%+32.0pp |
| Annual return | 14.14% | 31.83%-17.7pp | 360.07%-345.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,281 | $1,778+28.3% | $2,688-15.1% | $2,624-13.1% |
| Participant deferral / active EE | $6,707 | $3,065+118.8% | $4,257+57.6% | $4,347+54.3% |
| Admin fee / account holder | $306 | $2,232-86.3% | $6,414-95.2% | $1,944-84.2% |