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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,308 |
Filed as: KESTRA PRIVATE WEALTH SERVICES, LLC Service code 27 · EIN 27-3523207 | Advisory (Plan) | $44,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,311 | $44,897+199.2% | $84,966+58.1% | $199,593-32.7% |
| Participation rate | 8.8% | 45.7%-36.9pp | 67.5%-58.7pp | 72.0%-63.2pp |
| Annual return | 16.76% | 20.96%-4.2pp | 66.38%-49.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $229 | $1,365-83.3% | $2,727-91.6% | $3,034-92.5% |
| Participant deferral / active EE | $507 | $2,668-81.0% | $4,519-88.8% | $5,087-90.0% |
| Admin fee / account holder | $919 | $584+57.4% | $6,149-85.0% | $269+242.0% |