Filed March 18, 2022
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 Service code 99 · EIN 47-1566880 | Other Fees | $42,747 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,944 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,531 | $43,999+60.3% | $79,464-11.2% | $55,725+26.6% |
| Participation rate | 77.9% | 66.9%+11.0pp | 73.3%+4.6pp | 70.9%+7.1pp |
| Annual return | -3.73% | 1.81%-5.5pp | 718.14%-721.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $966 | $1,830-47.2% | $2,800-65.5% | $2,078-53.5% |
| Participant deferral / active EE | $3,034 | $2,538+19.5% | $3,704-18.1% | $3,356-9.6% |
| Admin fee / account holder | $11 | $118-90.8% | $5,113-99.8% | $115-90.6% |