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, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,895 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,834 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,220 | $84,487+105.0% | $125,339+38.2% | $66,914+158.9% |
| Participation rate | 97.1% | 76.4%+20.6pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -16.61% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,922 | $3,553+10.4% | $4,814-18.5% | $2,544+54.1% |
| Participant deferral / active EE | $9,711 | $6,781+43.2% | $7,446+30.4% | $4,237+129.2% |
| Admin fee / account holder | $550 | $685-19.7% | $10,010-94.5% | $593-7.3% |