Filed May 21, 2026
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 10-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,850 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,996 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,429 | $62,928-64.4% | $172,739-87.0% | $67,579-66.8% |
| Participation rate | 80.2% | 64.5%+15.8pp | 82.6%-2.4pp | 71.3%+9.0pp |
| Annual return | 45.41% | 30.36%+15.1pp | 802.84%-757.4pp | 378.56%-333.1pp |
| Employer contribution / active EE | $1,304 | $1,636-20.3% | $5,143-74.6% | $2,148-39.3% |
| Participant deferral / active EE | $2,211 | $2,145+3.1% | $5,198-57.5% | $3,539-37.5% |
| Admin fee / account holder | $37 | $167-78.0% | $13,954-99.7% | $142-74.2% |