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) | $26,531 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
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 | $48,640 | $50,982-4.6% | $154,803-68.6% | $85,563-43.2% |
| Participation rate | 56.2% | 59.8%-3.6pp | 78.1%-21.9pp | 66.0%-9.8pp |
| Annual return | 19.49% | 30.35%-10.9pp | 58.88%-39.4pp | 31.51%-12.0pp |
| Employer contribution / active EE | $845 | $1,708-50.5% | $4,305-80.4% | $2,654-68.1% |
| Participant deferral / active EE | $2,472 | $2,474-0.1% | $5,540-55.4% | $4,375-43.5% |
| Admin fee / account holder | $276 | $846-67.4% | $14,329-98.1% | $834-66.9% |