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 | $44,716 |
Filed as: KESTRA PRIVATE WEALTH SERVICES, LLC Service code 27 · EIN 27-3523207 | Advisory (Plan) | $35,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,225 | $40,278+146.4% | $80,569+23.2% | $80,160+23.8% |
| Participation rate | 7.2% | 47.5%-40.4pp | 67.0%-59.8pp | 72.9%-65.8pp |
| Annual return | 26.26% | 50.86%-24.6pp | 935.43%-909.2pp | 40.38%-14.1pp |
| Employer contribution / active EE | $157 | $1,332-88.2% | $2,723-94.2% | $2,978-94.7% |
| Participant deferral / active EE | $357 | $2,696-86.7% | $4,447-92.0% | $5,017-92.9% |
| Admin fee / account holder | $655 | $210+211.5% | $5,377-87.8% | $145+352.1% |