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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,447 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,333 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,442 | $89,652-18.1% | $141,162-48.0% | $65,185+12.7% |
| Participation rate | 99.3% | 74.7%+24.6pp | 82.5%+16.8pp | 70.2%+29.1pp |
| Annual return | 20.45% | 32.79%-12.3pp | 71.39%-50.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $5,496 | $3,065+79.3% | $4,735+16.1% | $2,177+152.5% |
| Participant deferral / active EE | $4,412 | $5,691-22.5% | $6,709-34.2% | $3,514+25.6% |
| Admin fee / account holder | $251 | $569-55.8% | $10,261-97.6% | $847-70.3% |