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 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $44,153 |
CONTINENTAL BENEFITS GROUP, INC.2+ years Service code 13 95 CONNECTICUT AVENUE · BURLINGTON, NJ 08016 | Contract Administrator | $5,630 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,354 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 | Other Commissions | $0 |
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 | $212,683 | $80,753+163.4% | $136,294+56.0% | $62,292+241.4% |
| Participation rate | 93.3% | 73.5%+19.8pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 34.35% | 35.83%-1.5pp | 5155.94%-5121.6pp | 28.90%+5.5pp |
| Employer contribution / active EE | $6,947 | $2,884+140.9% | $4,695+48.0% | $2,042+240.2% |
| Participant deferral / active EE | $8,992 | $5,164+74.1% | $6,247+43.9% | $3,169+183.7% |
| Admin fee / account holder | $224 | $525-57.3% | $9,243-97.6% | $479-53.2% |