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) | $42,933 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,772 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,533 | $130,194-14.3% | $169,993-34.4% | $71,457+56.1% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.0%-5.0pp | 67.9%+14.1pp |
| Annual return | 11.57% | 20.37%-8.8pp | 53.37%-41.8pp | 28.85%-17.3pp |
| Employer contribution / active EE | $4,782 | $4,381+9.1% | $6,785-29.5% | $2,588+84.8% |
| Participant deferral / active EE | $8,597 | $6,923+24.2% | $10,408-17.4% | $4,289+100.5% |
| Admin fee / account holder | $15 | $966-98.4% | $12,815-99.9% | $1,587-99.0% |