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) | $13,579 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,872 | $132,049+11.2% | $200,582-26.8% | $74,304+97.7% |
| Participation rate | 89.0% | 84.1%+5.0pp | 86.9%+2.1pp | 60.3%+28.7pp |
| Annual return | 18.86% | 22.22%-3.4pp | 42.33%-23.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $5,776 | $4,558+26.7% | $6,419-10.0% | $2,241+157.7% |
| Participant deferral / active EE | $10,273 | $7,213+42.4% | $9,331+10.1% | $3,767+172.7% |
| Admin fee / account holder | $25 | $2,405-99.0% | $16,305-99.8% | $2,969-99.2% |