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 27 340 MADISON AVE. · NEW YORK, NY 10173 | Advisory (Plan) | $17,775 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,960 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,417 | $73,638+55.4% | $95,952+19.2% | $73,488+55.7% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 11.10% | 16.78%-5.7pp | 91.61%-80.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,692 | $3,617+2.1% | $4,167-11.4% | $3,740-1.3% |
| Admin fee / account holder | $189 | $482-60.9% | $6,795-97.2% | $513-63.2% |