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 INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $118,258 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,748 |
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 | $85,997 | $47,722+80.2% | $82,719+4.0% | $64,808+32.7% |
| Participation rate | 74.1% | 67.6%+6.5pp | 72.6%+1.5pp | 71.5%+2.6pp |
| Annual return | -16.77% | -13.05%-3.7pp | 701.18%-717.9pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,175 | $2,179-46.1% | $3,009-60.9% | $2,506-53.1% |
| Participant deferral / active EE | $3,551 | $3,329+6.6% | $4,395-19.2% | $4,310-17.6% |
| Admin fee / account holder | $20 | $143-85.8% | $5,329-99.6% | $188-89.2% |