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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 BROOKFIELD PLACE · NEW YORK, NY 64120 | Advisory (Participants) | $15,575 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $9,082 |
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 | $36,949 | $86,332-57.2% | $125,175-70.5% | $65,185-43.3% |
| Participation rate | 92.5% | 75.3%+17.2pp | 79.8%+12.7pp | 70.2%+22.3pp |
| Annual return | 32.88% | 27.43%+5.4pp | 43.79%-10.9pp | 29.38%+3.5pp |
| Employer contribution / active EE | $2,233 | $2,040+9.5% | $3,865-42.2% | $2,177+2.6% |
| Participant deferral / active EE | $3,237 | $3,537-8.5% | $4,937-34.4% | $3,514-7.9% |
| Admin fee / account holder | $113 | $609-81.4% | $9,702-98.8% | $847-86.7% |