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 10-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 | Other Fees | $31,379 |
Service code 49 · EIN 51-0383217 3411 SILVERSIDE RD, SUITE 201 · WILMINGTON, DE 19803 | Other Services | $6,638 |
Filed as: KESTRA ADVISORY SERVICE Service code 99 · EIN 35-2552359 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,684 | $62,127+60.5% | $81,382+22.5% | $74,495+33.8% |
| Participation rate | 68.8% | 64.0%+4.8pp | 69.5%-0.7pp | 67.2%+1.6pp |
| Annual return | 14.26% | 16.48%-2.2pp | 24.73%-10.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,338 | $1,882+24.2% | $2,463-5.1% | $2,623-10.9% |
| Participant deferral / active EE | $4,162 | $3,229+28.9% | $3,883+7.2% | $4,346-4.2% |
| Admin fee / account holder | $89 | $1,934-95.4% | $5,768-98.5% | $1,942-95.4% |