See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $53,619 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $40,926 |
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 | $71,323 | $69,763+2.2% | $67,502+5.7% | $74,495-4.3% |
| Participation rate | 91.7% | 71.4%+20.3pp | 72.9%+18.8pp | 67.2%+24.5pp |
| Annual return | 16.22% | -40.34%+56.6pp | 3512.12%-3495.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $6,619 | $2,704+144.8% | $2,731+142.4% | $2,623+152.3% |
| Participant deferral / active EE | $9,861 | $3,636+171.2% | $4,000+146.5% | $4,346+126.9% |
| Admin fee / account holder | $212 | $896-76.3% | $3,998-94.7% | $1,942-89.1% |