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 LLC4+ years Service code 55 · EIN 35-2552359 | Other Commissions | $23,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,806 |
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 | $122,087 | $72,492+68.4% | $87,100+40.2% | $72,985+67.3% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 20.80% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,412 | $1,894+80.1% | $2,521+35.3% | $2,440+39.8% |
| Participant deferral / active EE | $7,341 | $3,270+124.5% | $4,049+81.3% | $3,607+103.5% |
| Admin fee / account holder | $13 | $5,055-99.8% | $7,497-99.8% | $5,124-99.8% |