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 6-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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,872 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $24,318 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,192 | $89,465-80.8% | $164,866-89.6% | $77,671-77.9% |
| Participation rate | 89.4% | 78.6%+10.8pp | 78.6%+10.8pp | 70.6%+18.8pp |
| Annual return | 17.26% | 28.81%-11.5pp | 69.97%-52.7pp | 31.21%-14.0pp |
| Employer contribution / active EE | $1,674 | $2,568-34.8% | $4,343-61.5% | $2,726-38.6% |
| Participant deferral / active EE | $3,544 | $4,897-27.6% | $6,033-41.3% | $4,648-23.7% |
| Admin fee / account holder | $158 | $340-53.5% | $12,689-98.8% | $430-63.3% |