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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,816 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $21,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,206 | $44,989+2.7% | $170,442-72.9% | $77,958-40.7% |
| Participation rate | 34.4% | 64.6%-30.2pp | 83.6%-49.1pp | 71.6%-37.2pp |
| Annual return | 15.88% | 19.61%-3.7pp | 205.93%-190.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $161 | $1,466-89.0% | $5,433-97.0% | $2,310-93.0% |
| Participant deferral / active EE | $1,213 | $2,208-45.1% | $4,939-75.4% | $3,537-65.7% |
| Admin fee / account holder | $76 | $69+9.9% | $13,880-99.5% | $97-22.1% |