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 Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,925 |
ASCENSUS LLC3 years Service code 99 · EIN 11-3665754 | Other Fees | $25,222 |
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 | $38,187 | $96,018-60.2% | $65,493-41.7% | $85,563-55.4% |
| Participation rate | 52.5% | 74.8%-22.3pp | 73.1%-20.6pp | 66.0%-13.4pp |
| Annual return | 12.01% | 14.51%-2.5pp | 982.45%-970.4pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,710 | $3,235-47.2% | $2,574-33.6% | $2,654-35.6% |
| Participant deferral / active EE | $2,724 | $4,055-32.8% | $3,961-31.2% | $4,375-37.7% |
| Admin fee / account holder | $165 | $271-38.9% | $5,028-96.7% | $834-80.2% |