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 27 · EIN 35-2552359 | Advisory (Plan) | $26,383 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $5,886 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $843 |
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 | $100,623 | $85,766+17.3% | $136,294-26.2% | $70,131+43.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.56% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,902 | $2,966-35.9% | $4,695-59.5% | $2,342-18.8% |
| Participant deferral / active EE | $8,644 | $5,051+71.1% | $6,247+38.4% | $3,332+159.4% |
| Admin fee / account holder | $6 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |