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 26 · EIN 35-2552359 | Advisory (Participants) | $12,683 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,455 |
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 | $52,897 | $50,815+4.1% | $155,509-66.0% | $77,643-31.9% |
| Participation rate | 61.7% | 63.1%-1.4pp | 78.2%-16.5pp | 70.6%-8.9pp |
| Annual return | 17.28% | 34.80%-17.5pp | 64.67%-47.4pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,239 | $1,993-37.8% | $4,672-73.5% | $2,726-54.5% |
| Participant deferral / active EE | $2,421 | $2,822-14.2% | $5,626-57.0% | $4,647-47.9% |
| Admin fee / account holder | $190 | $437-56.4% | $15,912-98.8% | $430-55.8% |