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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $73,242 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $68,299 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,271 | $73,404-22.0% | $87,100-34.2% | $67,579-15.3% |
| Participation rate | 89.3% | 80.9%+8.4pp | 76.9%+12.4pp | 71.3%+18.0pp |
| Annual return | 25.58% | 48.29%-22.7pp | 28.19%-2.6pp | 378.56%-353.0pp |
| Employer contribution / active EE | $2,511 | $2,014+24.7% | $2,521-0.4% | $2,148+16.9% |
| Participant deferral / active EE | $4,565 | $3,913+16.7% | $4,049+12.8% | $3,539+29.0% |
| Admin fee / account holder | $232 | $142+63.6% | $7,497-96.9% | $142+62.8% |