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 9-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) | $28,064 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,199 | $225,748-71.1% | $136,294-52.2% | - |
| Participation rate | 97.0% | 69.2%+27.7pp | 81.9%+15.0pp | - |
| Annual return | 140.16% | 13.52%+126.6pp | 5155.94%-5015.8pp | - |
| Employer contribution / active EE | $5,108 | $3,134+63.0% | $4,695+8.8% | - |
| Participant deferral / active EE | $7,213 | $4,803+50.2% | $6,247+15.5% | - |
| Admin fee / account holder | $147 | $10,864-98.6% | $9,243-98.4% | - |