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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS8 years Filed as: ASSET MANAGEMENT CORP Service code 26 · EIN 36-3706547 3400 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $13,841 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $7,441 |
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 | $44,818 | $61,272-26.9% | $149,673-70.1% | $71,457-37.3% |
| Participation rate | 65.2% | 62.5%+2.7pp | 78.8%-13.6pp | 67.9%-2.7pp |
| Annual return | 19.30% | 35.85%-16.6pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,231 | $2,378-48.2% | $4,818-74.4% | $2,588-52.4% |
| Participant deferral / active EE | $2,499 | $2,917-14.3% | $5,680-56.0% | $4,289-41.7% |
| Admin fee / account holder | $198 | $1,261-84.3% | $13,210-98.5% | $1,587-87.5% |