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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $21,188 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,607 | $80,753-24.9% | $136,294-55.5% | $62,292-2.7% |
| Participation rate | 85.5% | 73.5%+12.0pp | 81.9%+3.6pp | 69.5%+16.0pp |
| Annual return | 17.00% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,543 | $2,884-11.8% | $4,695-45.8% | $2,042+24.5% |
| Participant deferral / active EE | $6,589 | $5,164+27.6% | $6,247+5.5% | $3,169+107.9% |
| Admin fee / account holder | $188 | $525-64.3% | $9,243-98.0% | $479-60.8% |