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 | $18,408 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,351 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $51,459 | $62,127-17.2% | $81,382-36.8% | $74,495-30.9% |
| Participation rate | 74.5% | 64.0%+10.5pp | 69.5%+5.0pp | 67.2%+7.3pp |
| Annual return | 102.39% | 16.48%+85.9pp | 24.73%+77.7pp | 1364.94%-1262.6pp |
| Employer contribution / active EE | $5,191 | $1,882+175.8% | $2,463+110.8% | $2,623+97.9% |
| Participant deferral / active EE | $7,535 | $3,229+133.3% | $3,883+94.0% | $4,346+73.4% |
| Admin fee / account holder | $130 | $1,934-93.3% | $5,768-97.8% | $1,942-93.3% |