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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 99 · EIN 35-2552359 | Other Fees | $42,112 |
Service code 49 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $5,654 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,519 | $69,477-57.5% | $94,646-68.8% | $71,457-58.7% |
| Participation rate | 68.3% | 78.4%-10.2pp | 80.8%-12.6pp | 67.9%+0.3pp |
| Annual return | 19.82% | 29.66%-9.8pp | 156.71%-136.9pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,020 | $2,853-29.2% | $3,672-45.0% | $2,588-21.9% |
| Participant deferral / active EE | $3,197 | $7,345-56.5% | $7,418-56.9% | $4,289-25.5% |
| Admin fee / account holder | $120 | $1,210-90.1% | $7,231-98.3% | $1,587-92.4% |