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 | $15,163 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,376 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,688 | $84,936-41.5% | $111,297-55.4% | $79,386-37.4% |
| Participation rate | 89.1% | 75.9%+13.2pp | 77.3%+11.7pp | 70.7%+18.3pp |
| Annual return | 14.17% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $978 | $1,979-50.6% | $2,731-64.2% | $2,427-59.7% |
| Participant deferral / active EE | $2,876 | $3,888-26.0% | $4,487-35.9% | $4,046-28.9% |
| Admin fee / account holder | $129 | $537-76.0% | $7,964-98.4% | $626-79.4% |