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) | $27,955 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,948 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,097 | $82,202-42.7% | $125,339-62.4% | $64,808-27.3% |
| Participation rate | 87.1% | 77.9%+9.2pp | 82.4%+4.7pp | 71.5%+15.6pp |
| Annual return | -13.23% | 3.48%-16.7pp | 572.05%-585.3pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,334 | $3,615-35.5% | $4,814-51.5% | $2,506-6.9% |
| Participant deferral / active EE | $6,734 | $7,175-6.1% | $7,446-9.6% | $4,310+56.2% |
| Admin fee / account holder | $182 | $163+11.6% | $10,010-98.2% | $188-3.0% |