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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $176,929 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 | Insurance Broker | $83,730 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,884 | $69,362-59.8% | $101,248-72.5% | $73,488-62.1% |
| Participation rate | 89.4% | 68.4%+21.1pp | 75.8%+13.6pp | 70.7%+18.8pp |
| Annual return | -28.59% | 18.46%-47.1pp | 46.47%-75.1pp | 28.51%-57.1pp |
| Employer contribution / active EE | $3,324 | $2,628+26.5% | $3,660-9.2% | $2,270+46.4% |
| Participant deferral / active EE | $18,445 | $3,300+459.0% | $4,370+322.1% | $3,740+393.2% |
| Admin fee / account holder | $258 | $704-63.4% | $5,945-95.7% | $513-49.8% |