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) | $5,135 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,851 | $43,504-70.5% | $68,793-81.3% | $56,287-77.2% |
| Participation rate | 65.5% | 67.8%-2.3pp | 72.2%-6.7pp | 69.9%-4.3pp |
| Annual return | -4.49% | -3.15%-1.3pp | -4.63%+0.1pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,238 | $1,525-18.8% | $2,625-52.8% | $2,111-41.4% |
| Participant deferral / active EE | $1,937 | $2,509-22.8% | $3,311-41.5% | $3,350-42.2% |
| Admin fee / account holder | $158 | $515-69.4% | $5,131-96.9% | $521-69.7% |