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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,046 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,516 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,321 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,164 | $46,292-54.3% | $143,757-85.3% | $64,808-67.3% |
| Participation rate | 88.8% | 64.2%+24.6pp | 80.3%+8.5pp | 71.5%+17.4pp |
| Annual return | -17.74% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,049 | $1,910-45.1% | $4,951-78.8% | $2,506-58.1% |
| Participant deferral / active EE | $1,918 | $2,646-27.5% | $5,637-66.0% | $4,310-55.5% |
| Admin fee / account holder | $151 | $154-1.8% | $14,673-99.0% | $188-19.6% |