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 | $59,918 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,517 |
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 | $98,254 | $52,208+88.2% | $86,612+13.4% | $74,419+32.0% |
| Participation rate | 71.0% | 66.3%+4.7pp | 71.7%-0.7pp | 70.7%+0.3pp |
| Annual return | 16.49% | 44.46%-28.0pp | 591.07%-574.6pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,200 | $2,282-47.4% | $3,022-60.3% | $2,637-54.5% |
| Participant deferral / active EE | $3,636 | $3,383+7.5% | $4,438-18.1% | $4,528-19.7% |
| Admin fee / account holder | $26 | $319-91.8% | $5,614-99.5% | $348-92.5% |