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 Service code 26 · EIN 35-2552359 | Advisory (Participants) | $23,432 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,505 | $55,415-19.7% | $155,509-71.4% | $74,495-40.3% |
| Participation rate | 61.2% | 61.9%-0.7pp | 78.2%-16.9pp | 67.2%-6.0pp |
| Annual return | 16.97% | 268.50%-251.5pp | 64.67%-47.7pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,030 | $2,267-54.6% | $4,672-78.0% | $2,623-60.7% |
| Participant deferral / active EE | $3,054 | $2,836+7.7% | $5,626-45.7% | $4,346-29.7% |
| Admin fee / account holder | $280 | $1,738-83.9% | $15,912-98.2% | $1,942-85.6% |