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 | $13,231 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,994 |
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 | $66,015 | $70,908-6.9% | $98,907-33.3% | $73,488-10.2% |
| Participation rate | 93.5% | 73.8%+19.7pp | 76.0%+17.5pp | 70.7%+22.8pp |
| Annual return | 12.70% | 34.17%-21.5pp | 196.43%-183.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $801 | $2,036-60.7% | $2,689-70.2% | $2,270-64.7% |
| Participant deferral / active EE | $3,413 | $3,500-2.5% | $4,244-19.6% | $3,740-8.7% |
| Admin fee / account holder | $52 | $535-90.3% | $6,642-99.2% | $513-89.9% |