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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $28,825 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $19,164 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $52,296 | $56,972-8.2% | $182,532-71.3% | $65,185-19.8% |
| Participation rate | 98.2% | 66.5%+31.7pp | 78.0%+20.2pp | 70.2%+28.0pp |
| Annual return | 20.35% | 27.67%-7.3pp | 148.54%-128.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $2,966 | $1,615+83.7% | $4,076-27.2% | $2,177+36.3% |
| Participant deferral / active EE | $6,195 | $3,526+75.7% | $5,524+12.1% | $3,514+76.3% |
| Admin fee / account holder | $232 | $528-56.1% | $8,592-97.3% | $847-72.6% |