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 8-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,692 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $11,430 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,834 | $58,320-9.4% | $86,436-38.9% | $66,914-21.0% |
| Participation rate | 73.5% | 78.6%-5.1pp | 80.3%-6.8pp | 69.8%+3.7pp |
| Annual return | -6.21% | -9.71%+3.5pp | 4394.89%-4401.1pp | 1.58%-7.8pp |
| Employer contribution / active EE | $2,714 | $2,615+3.8% | $3,769-28.0% | $2,544+6.7% |
| Participant deferral / active EE | $5,669 | $6,899-17.8% | $6,952-18.4% | $4,237+33.8% |
| Admin fee / account holder | $226 | $546-58.6% | $6,731-96.6% | $593-61.9% |