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 9-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 | $12,280 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,527 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,245 | $73,638-37.2% | $95,952-51.8% | $73,488-37.1% |
| Participation rate | 82.4% | 76.2%+6.3pp | 77.1%+5.4pp | 70.7%+11.8pp |
| Annual return | 10.19% | 16.78%-6.6pp | 91.61%-81.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $979 | $1,863-47.5% | $2,541-61.5% | $2,270-56.9% |
| Participant deferral / active EE | $2,766 | $3,617-23.5% | $4,167-33.6% | $3,740-26.0% |
| Admin fee / account holder | $114 | $482-76.4% | $6,795-98.3% | $513-77.8% |