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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $85,580 |
Service code 15 · EIN 45-3590784 | Recordkeeping | $22,109 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $7,755 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,532 | $55,416-46.7% | $75,972-61.1% | $77,643-62.0% |
| Participation rate | 91.6% | 63.6%+28.1pp | 69.1%+22.6pp | 70.6%+21.1pp |
| Annual return | 23.31% | 17.07%+6.2pp | 359.55%-336.2pp | 31.24%-7.9pp |
| Employer contribution / active EE | $2,950 | $1,788+65.0% | $2,685+9.9% | $2,726+8.2% |
| Participant deferral / active EE | $2,678 | $3,447-22.3% | $4,255-37.1% | $4,647-42.4% |
| Admin fee / account holder | $196 | $414-52.6% | $6,467-97.0% | $430-54.5% |