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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $23,809 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,133 | $49,915-41.6% | $154,803-81.2% | $74,304-60.8% |
| Participation rate | 82.8% | 54.0%+28.8pp | 78.1%+4.7pp | 60.3%+22.4pp |
| Annual return | 14.08% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,343 | $2,255+181.3% | $5,540+14.5% | $3,767+68.4% |
| Admin fee / account holder | $108 | $2,189-95.1% | $14,329-99.2% | $2,969-96.4% |