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 INVESTMENT SERVICES, LLC Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Participants) | $6,018 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,974 | $47,977-52.1% | $154,107-85.1% | $56,287-59.2% |
| Participation rate | 14.4% | 66.2%-51.8pp | 83.0%-68.7pp | 69.9%-55.5pp |
| Annual return | -8.67% | 3.54%-12.2pp | 735.12%-743.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,253 | $2,392-47.6% | $5,081-75.3% | $3,350-62.6% |
| Admin fee / account holder | $198 | $438-54.8% | $13,411-98.5% | $521-62.0% |