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 LLC3+ years Service code 55 · EIN 35-2552359 | Other Commissions | $22,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,919 |
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 | $97,029 | $89,769+8.1% | $76,768+26.4% | - |
| Participation rate | 96.0% | 75.1%+20.9pp | 77.0%+19.0pp | - |
| Annual return | -5.53% | -5.73%+0.2pp | 2.43%-8.0pp | - |
| Employer contribution / active EE | $3,136 | $1,505+108.3% | $2,485+26.2% | - |
| Participant deferral / active EE | $5,983 | $3,196+87.2% | $3,852+55.3% | - |
| Admin fee / account holder | $13 | $4,068-99.7% | $6,675-99.8% | - |