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 INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $17,535 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,542 | $72,607-26.3% | $90,749-41.0% | $66,914-20.0% |
| Participation rate | 95.4% | 73.7%+21.7pp | 75.7%+19.7pp | 69.8%+25.6pp |
| Annual return | -10.67% | -12.28%+1.6pp | -12.16%+1.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $898 | $2,369-62.1% | $2,921-69.3% | $2,544-64.7% |
| Participant deferral / active EE | $3,665 | $3,977-7.9% | $4,564-19.7% | $4,237-13.5% |
| Admin fee / account holder | $65 | $707-90.8% | $8,445-99.2% | $593-89.0% |