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 | $16,141 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,832 |
ADP BROKER-DEALER5 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 | $49,082 | $65,435-25.0% | $86,677-43.4% | $66,914-26.6% |
| Participation rate | 76.6% | 75.5%+1.1pp | 76.6%0pp | 69.8%+6.8pp |
| Annual return | -12.26% | -10.89%-1.4pp | 35.91%-48.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $976 | $2,153-54.7% | $2,836-65.6% | $2,544-61.6% |
| Participant deferral / active EE | $2,944 | $4,100-28.2% | $4,656-36.8% | $4,237-30.5% |
| Admin fee / account holder | $150 | $642-76.6% | $7,493-98.0% | $593-74.7% |