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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,949 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,276 | $95,274-38.8% | $135,903-57.1% | $74,419-21.7% |
| Participation rate | 95.4% | 78.2%+17.2pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 24.43% | 32.77%-8.3pp | 68.23%-43.8pp | 34.38%-10.0pp |
| Employer contribution / active EE | $2,862 | $3,874-26.1% | $4,856-41.1% | $2,637+8.5% |
| Participant deferral / active EE | $8,651 | $7,782+11.2% | $7,758+11.5% | $4,528+91.1% |
| Admin fee / account holder | $196 | $266-26.5% | $10,762-98.2% | $348-43.8% |