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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC10+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $38,098 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,953 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,671 | $59,097+50.0% | $82,389+7.6% | $74,304+19.3% |
| Participation rate | 95.4% | 52.8%+42.6pp | 69.5%+25.8pp | 60.3%+35.0pp |
| Annual return | 12.99% | 22.85%-9.9pp | 28.67%-15.7pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,854 | $1,601+15.8% | $2,517-26.3% | $2,241-17.3% |
| Participant deferral / active EE | $6,519 | $2,775+134.9% | $4,155+56.9% | $3,767+73.0% |
| Admin fee / account holder | $273 | $4,489-93.9% | $7,231-96.2% | $2,969-90.8% |