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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,160 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 1211 AVE OF AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
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 | $20,169 | $43,133-53.2% | $89,391-77.4% | $73,488-72.6% |
| Participation rate | 83.2% | 55.0%+28.3pp | 68.0%+15.3pp | 70.7%+12.6pp |
| Annual return | 23.37% | 135.66%-112.3pp | 245.62%-222.2pp | 28.51%-5.1pp |
| Employer contribution / active EE | $1,093 | $1,438-24.0% | $2,586-57.7% | $2,270-51.8% |
| Participant deferral / active EE | $3,448 | $2,445+41.0% | $3,890-11.4% | $3,740-7.8% |
| Admin fee / account holder | $10 | $444-97.7% | $4,881-99.8% | $513-98.1% |