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 3-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $110,691 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $98,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,451 | $96,018-37.0% | $65,493-7.7% | $85,563-29.3% |
| Participation rate | 97.1% | 74.8%+22.3pp | 73.1%+24.0pp | 66.0%+31.1pp |
| Annual return | 23.32% | 14.51%+8.8pp | 982.45%-959.1pp | 31.51%-8.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $12,766 | $4,055+214.9% | $3,961+222.3% | $4,375+191.8% |
| Admin fee / account holder | $171 | $271-36.9% | $5,028-96.6% | $834-79.5% |