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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.
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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 Service code 15 · EIN 35-2552359 | Recordkeeping | $32,541 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,483 |
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 | $96,579 | $82,664+16.8% | $125,339-22.9% | $68,494+41.0% |
| Participation rate | 96.9% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.0pp |
| Annual return | -21.17% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,987 | $3,381-11.6% | $4,814-37.9% | $2,596+15.1% |
| Participant deferral / active EE | $11,579 | $6,110+89.5% | $7,446+55.5% | $4,027+187.5% |
| Admin fee / account holder | $235 | $6,275-96.3% | $10,010-97.7% | $5,403-95.7% |