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) | $16,820 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,749 |
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 | $25,314 | $52,293-51.6% | $178,490-85.8% | $73,409-65.5% |
| Participation rate | 89.6% | 65.3%+24.3pp | 81.9%+7.7pp | 72.2%+17.4pp |
| Annual return | 18.89% | 34.75%-15.9pp | 151.07%-132.2pp | 59.29%-40.4pp |
| Employer contribution / active EE | $1,397 | $1,735-19.5% | $5,011-72.1% | $2,234-37.5% |
| Participant deferral / active EE | $2,324 | $2,332-0.4% | $5,202-55.3% | $3,805-38.9% |
| Admin fee / account holder | $39 | $127-69.6% | $13,984-99.7% | $158-75.5% |