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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $111,448 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $90,919 |
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 | $45,029 | $91,762-50.9% | $67,502-33.3% | $77,643-42.0% |
| Participation rate | 96.7% | 75.9%+20.8pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 17.75% | 14.87%+2.9pp | 3512.12%-3494.4pp | 31.24%-13.5pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $13,599 | $3,903+248.4% | $4,000+240.0% | $4,647+192.6% |
| Admin fee / account holder | $157 | $176-10.6% | $3,998-96.1% | $430-63.4% |