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 | $85,248 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,832 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,781 | $136,307-28.3% | $177,821-45.0% | $73,488+33.1% |
| Participation rate | 80.3% | 86.1%-5.8pp | 87.7%-7.4pp | 70.7%+9.6pp |
| Annual return | -5.68% | 18.68%-24.4pp | 48.32%-54.0pp | 28.51%-34.2pp |
| Employer contribution / active EE | $3,724 | $3,712+0.3% | $5,918-37.1% | $2,270+64.0% |
| Participant deferral / active EE | $7,899 | $5,829+35.5% | $7,714+2.4% | $3,740+111.2% |
| Admin fee / account holder | $687 | $596+15.4% | $12,427-94.5% | $513+34.0% |