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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,160 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $10,240 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,302 | $84,487-74.8% | $125,339-83.0% | $66,914-68.2% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.8pp | 69.8%+23.4pp |
| Annual return | -16.36% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,688 | $6,781-45.6% | $7,446-50.5% | $4,237-12.9% |
| Admin fee / account holder | $158 | $685-77.0% | $10,010-98.4% | $593-73.4% |