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 7-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 06-1050034 | Contract Administrator | $100,794 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
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 | $93,824 | $48,471+93.6% | $182,532-48.6% | $67,579+38.8% |
| Participation rate | 92.8% | 67.2%+25.6pp | 78.0%+14.8pp | 71.3%+21.5pp |
| Annual return | 21.55% | 31.08%-9.5pp | 148.54%-127.0pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,711 | $1,461+85.6% | $4,076-33.5% | $2,148+26.2% |
| Participant deferral / active EE | $7,026 | $3,324+111.4% | $5,524+27.2% | $3,539+98.5% |
| Admin fee / account holder | $132 | $151-12.4% | $8,592-98.5% | $142-6.9% |