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 | $16,108 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,961 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,246 | $76,050-30.0% | $96,544-44.8% | $71,457-25.5% |
| Participation rate | 79.6% | 74.4%+5.2pp | 76.0%+3.6pp | 67.9%+11.7pp |
| Annual return | 12.48% | 22.81%-10.3pp | 25.84%-13.4pp | 28.85%-16.4pp |
| Employer contribution / active EE | $1,001 | $2,244-55.4% | $2,965-66.2% | $2,588-61.3% |
| Participant deferral / active EE | $2,980 | $4,215-29.3% | $4,851-38.6% | $4,289-30.5% |
| Admin fee / account holder | $151 | $2,707-94.4% | $8,252-98.2% | $1,587-90.5% |