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 | $45,964 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,949 |
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 | $87,754 | $54,237+61.8% | $90,281-2.8% | $67,579+29.9% |
| Participation rate | 73.8% | 68.6%+5.2pp | 73.3%+0.5pp | 71.3%+2.5pp |
| Annual return | 22.30% | 37.27%-15.0pp | 78.10%-55.8pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,068 | $1,846-42.2% | $2,854-62.6% | $2,148-50.3% |
| Participant deferral / active EE | $2,986 | $2,625+13.8% | $3,885-23.1% | $3,539-15.6% |
| Admin fee / account holder | $11 | $123-91.3% | $5,351-99.8% | $142-92.4% |