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 | $41,858 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $9,297 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,207 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,982 | $52,670+91.7% | $90,404+11.7% | $73,409+37.6% |
| Participation rate | 76.9% | 67.7%+9.3pp | 72.7%+4.3pp | 72.2%+4.8pp |
| Annual return | 16.86% | 20.70%-3.8pp | 1293.02%-1276.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,039 | $1,872-44.5% | $3,262-68.1% | $2,234-53.5% |
| Participant deferral / active EE | $3,216 | $2,807+14.6% | $3,963-18.9% | $3,805-15.5% |
| Admin fee / account holder | $11 | $117-90.4% | $5,611-99.8% | $158-92.9% |