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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,700 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 116 HUNTINGTON AVE · BOSTON, MA 02116 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,042 | $37,393-35.7% | $77,024-68.8% | $66,914-64.1% |
| Participation rate | 82.2% | 52.9%+29.4pp | 67.9%+14.3pp | 69.8%+12.4pp |
| Annual return | -19.72% | -3.29%-16.4pp | 42.32%-62.0pp | 1.58%-21.3pp |
| Employer contribution / active EE | $1,774 | $1,531+15.9% | $2,812-36.9% | $2,544-30.3% |
| Participant deferral / active EE | $5,375 | $2,617+105.4% | $4,426+21.4% | $4,237+26.9% |
| Admin fee / account holder | $14 | $567-97.6% | $5,425-99.7% | $593-97.7% |