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 99 · EIN 35-2552359 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,632 | $48,335+42.0% | $121,098-43.3% | $71,457-4.0% |
| Participation rate | 50.5% | 54.3%-3.8pp | 69.5%-19.0pp | 67.9%-17.4pp |
| Annual return | 18.51% | 23.32%-4.8pp | 985.75%-967.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,497 | $1,489+67.7% | $4,164-40.0% | $2,588-3.5% |
| Participant deferral / active EE | $5,023 | $2,754+82.4% | $4,080+23.1% | $4,289+17.1% |
| Admin fee / account holder | $268 | $1,841-85.4% | $5,644-95.2% | $1,587-83.1% |