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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $27,955 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,321 | $88,083+55.9% | $164,813-16.7% | $74,495+84.3% |
| Participation rate | 51.2% | 73.0%-21.8pp | 78.6%-27.4pp | 67.2%-16.0pp |
| Annual return | 13.73% | 17.26%-3.5pp | 69.93%-56.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,402 | $2,593-45.9% | $4,341-67.7% | $2,623-46.6% |
| Participant deferral / active EE | $5,298 | $4,498+17.8% | $6,031-12.2% | $4,346+21.9% |
| Admin fee / account holder | $402 | $2,234-82.0% | $12,690-96.8% | $1,942-79.3% |