Filed July 1, 2022 (most recent of 3 filings on file)
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, LLC Service code 16 · EIN 35-2552359 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,578 |
ABDO, EICK & MEYERS, LLP7+ years Service code 10 · EIN 41-1397419 | Accounting | $11,200 |
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 | $79,372 | $67,512+17.6% | $185,823-57.3% | $93,030-14.7% |
| Participation rate | 91.3% | 67.1%+24.2pp | 81.7%+9.6pp | 73.9%+17.4pp |
| Annual return | 18.22% | 21.04%-2.8pp | 122.05%-103.8pp | 158.70%-140.5pp |
| Employer contribution / active EE | $1,553 | $1,783-12.9% | $5,167-69.9% | $2,706-42.6% |
| Participant deferral / active EE | $4,315 | $3,035+42.1% | $5,568-22.5% | $4,562-5.4% |
| Admin fee / account holder | $15 | $318-95.3% | $16,237-99.9% | $152-90.2% |