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 · EIN 74-2794194 | Advisory (Plan) | $45,000 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $5,010 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $85,576 | $55,415+54.4% | $155,509-45.0% | $74,495+14.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 21.45% | 268.50%-247.1pp | 64.67%-43.2pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $4,583 | $2,267+102.1% | $4,672-1.9% | $2,623+74.7% |
| Participant deferral / active EE | $5,500 | $2,836+93.9% | $5,626-2.2% | $4,346+26.6% |
| Admin fee / account holder | $121 | $1,738-93.1% | $15,912-99.2% | $1,942-93.8% |