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 Service code 99 · EIN 47-1566880 | Other Fees | $17,210 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,794 | $99,957-56.2% | $149,696-70.7% | $73,488-40.4% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 22.69% | 53.87%-31.2pp | 276.60%-253.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,584 | $3,191-19.0% | $4,644-44.4% | $2,270+13.8% |
| Participant deferral / active EE | $6,968 | $6,073+14.7% | $6,842+1.8% | $3,740+86.3% |
| Admin fee / account holder | $3 | $551-99.5% | $9,309-100.0% | $513-99.4% |