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) | $42,108 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,851 | $91,407+108.8% | $135,903+40.4% | $71,457+167.1% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 15.99% | 29.90%-13.9pp | 68.23%-52.2pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,846 | $3,703+3.9% | $4,856-20.8% | $2,588+48.6% |
| Participant deferral / active EE | $10,666 | $7,092+50.4% | $7,758+37.5% | $4,289+148.7% |
| Admin fee / account holder | $534 | $1,266-57.8% | $10,762-95.0% | $1,587-66.4% |