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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,494 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $13,070 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $7,165 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,969 | $63,924+36.1% | $108,579-19.9% | $55,167+57.6% |
| Participation rate | 57.9% | 74.3%-16.5pp | 79.6%-21.7pp | 69.0%-11.1pp |
| Annual return | 11.56% | 15.31%-3.7pp | -51.70%+63.3pp | 169.23%-157.7pp |
| Employer contribution / active EE | $407 | $1,879-78.4% | $3,758-89.2% | $1,963-79.3% |
| Participant deferral / active EE | $3,024 | $3,067-1.4% | $4,311-29.9% | $3,054-1.0% |
| Admin fee / account holder | $357 | $618-42.2% | $7,645-95.3% | $504-29.1% |