See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,823 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $13,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,438 | $47,126-48.1% | $149,673-83.7% | $74,419-67.2% |
| Participation rate | 66.8% | 63.4%+3.4pp | 78.8%-12.0pp | 70.7%-4.0pp |
| Annual return | 14.97% | 22.75%-7.8pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,086 | $1,905-43.0% | $4,818-77.5% | $2,637-58.8% |
| Participant deferral / active EE | $1,875 | $2,728-31.3% | $5,680-67.0% | $4,528-58.6% |
| Admin fee / account holder | $58 | $343-83.2% | $13,210-99.6% | $348-83.4% |