See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 · EIN 35-2552359 | Other Commissions | $14,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,425 | $60,165+42.0% | $74,183+15.2% | $55,167+54.8% |
| Participation rate | 93.4% | 74.2%+19.2pp | 76.6%+16.8pp | 69.0%+24.4pp |
| Annual return | 8.35% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,832 | $1,600+14.5% | $2,370-22.7% | $1,963-6.6% |
| Participant deferral / active EE | $6,271 | $2,973+111.0% | $3,550+76.7% | $3,054+105.3% |
| Admin fee / account holder | $13 | $419-97.0% | $5,586-99.8% | $504-97.5% |