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 AS, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,830 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,306 |
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 | $57,068 | $61,214-6.8% | $83,333-31.5% | $56,287+1.4% |
| Participation rate | 91.9% | 72.6%+19.4pp | 77.8%+14.2pp | 69.9%+22.1pp |
| Annual return | -2.25% | 0.42%-2.7pp | 10.63%-12.9pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,240 | $1,925+16.3% | $3,379-33.7% | $2,111+6.1% |
| Participant deferral / active EE | $7,622 | $5,091+49.7% | $5,565+37.0% | $3,350+127.6% |
| Admin fee / account holder | $126 | $512-75.4% | $7,510-98.3% | $521-75.8% |