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 10-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $170,240 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $76,436 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,532 | $106,236-47.7% | $112,228-50.5% | $64,808-14.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -8.94% | -6.02%-2.9pp | 27.45%-36.4pp | 32.82%-41.8pp |
| Employer contribution / active EE | $976 | $3,166-69.2% | $3,635-73.2% | $2,506-61.1% |
| Participant deferral / active EE | $4,204 | $3,785+11.1% | $4,728-11.1% | $4,310-2.5% |
| Admin fee / account holder | $262 | $452-42.0% | $6,410-95.9% | $188+39.4% |