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 3-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $58,279 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,907 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,721 | $105,179-71.7% | $64,056-53.6% | $80,160-62.9% |
| Participation rate | 95.9% | 73.5%+22.4pp | 72.3%+23.6pp | 72.9%+22.9pp |
| Annual return | 0.00% | 20.34%-20.3pp | 33.69%-33.7pp | 40.38%-40.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $8,932 | $4,020+122.2% | $3,880+130.2% | $5,017+78.0% |
| Admin fee / account holder | $72 | $113-36.5% | $3,068-97.7% | $145-50.4% |