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) | $40,113 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,608 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,240 | $102,553+2.6% | $151,611-30.6% | $66,914+57.3% |
| Participation rate | 84.2% | 85.5%-1.3pp | 87.5%-3.3pp | 69.8%+14.4pp |
| Annual return | -4.21% | -10.82%+6.6pp | 3.33%-7.5pp | 1.58%-5.8pp |
| Employer contribution / active EE | $3,668 | $4,180-12.3% | $6,166-40.5% | $2,544+44.2% |
| Participant deferral / active EE | $8,071 | $6,641+21.5% | $8,363-3.5% | $4,237+90.5% |
| Admin fee / account holder | $17 | $630-97.4% | $11,616-99.9% | $593-97.2% |