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 ADVISORY SERVICES, LLC Service code 27 1901 ROXBOROUGH RD · CHARLOTTE, NC 28211 | Advisory (Plan) | $7,817 |
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,201 | $72,277-51.3% | $101,248-65.2% | $79,858-55.9% |
| Participation rate | 36.5% | 68.5%-32.0pp | 75.8%-39.3pp | 69.6%-33.2pp |
| Annual return | 17.03% | 22.30%-5.3pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,210 | $2,692-55.0% | $3,660-66.9% | $2,471-51.0% |
| Participant deferral / active EE | $2,287 | $3,282-30.3% | $4,370-47.7% | $3,740-38.8% |
| Admin fee / account holder | $210 | $4,400-95.2% | $5,945-96.5% | $5,306-96.0% |