Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $21,670 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,786 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,936 | $55,472-51.4% | $155,567-82.7% | $74,546-63.9% |
| Participation rate | 91.4% | 61.9%+29.5pp | 78.2%+13.2pp | 67.2%+24.2pp |
| Annual return | 16.15% | 268.72%-252.6pp | 64.74%-48.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $4 | $2,269-99.8% | $4,674-99.9% | $2,624-99.8% |
| Participant deferral / active EE | $6,056 | $2,838+113.4% | $5,628+7.6% | $4,347+39.3% |
| Admin fee / account holder | $107 | $1,743-93.9% | $15,916-99.3% | $1,944-94.5% |