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 | $29,570 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,315 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,078 | $58,347-21.0% | $85,682-46.2% | $86,799-46.9% |
| Participation rate | 76.0% | 64.9%+11.1pp | 69.9%+6.2pp | 72.3%+3.8pp |
| Annual return | 12.94% | 18.43%-5.5pp | 21.49%-8.5pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,452 | $1,751-17.1% | $2,618-44.5% | $2,405-39.6% |
| Participant deferral / active EE | $2,188 | $3,065-28.6% | $3,923-44.2% | $4,131-47.0% |
| Admin fee / account holder | $118 | $147-19.8% | $6,873-98.3% | $170-30.3% |