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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $9,054 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,357 |
ADP BROKER-DEALER4 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,894 | $56,423-39.9% | $77,163-56.1% | $71,457-52.6% |
| Participation rate | 61.7% | 64.3%-2.7pp | 69.6%-7.9pp | 67.9%-6.3pp |
| Annual return | 29.35% | 19.05%+10.3pp | 37.87%-8.5pp | 28.85%+0.5pp |
| Employer contribution / active EE | $1,977 | $1,866+6.0% | $2,535-22.0% | $2,588-23.6% |
| Participant deferral / active EE | $4,358 | $3,142+38.7% | $3,833+13.7% | $4,289+1.6% |
| Admin fee / account holder | $93 | $1,429-93.5% | $5,472-98.3% | $1,587-94.2% |