See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,505 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,463 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,301 | $122,239-3.2% | $184,203-35.8% | $74,495+58.8% |
| Participation rate | 82.4% | 85.5%-3.0pp | 86.8%-4.4pp | 67.2%+15.2pp |
| Annual return | 0.73% | 19.95%-19.2pp | 28.81%-28.1pp | 1364.94%-1364.2pp |
| Employer contribution / active EE | $5,346 | $4,537+17.8% | $6,427-16.8% | $2,623+103.8% |
| Participant deferral / active EE | $9,031 | $7,139+26.5% | $9,131-1.1% | $4,346+107.8% |
| Admin fee / account holder | $18 | $1,260-98.6% | $13,901-99.9% | $1,942-99.1% |