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) | $41,309 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,841 | $101,317+106.1% | $146,958+42.1% | $74,495+180.3% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.0pp |
| Annual return | 12.90% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,579 | $3,810+20.2% | $4,933-7.2% | $2,623+74.6% |
| Participant deferral / active EE | $11,044 | $7,303+51.2% | $8,070+36.9% | $4,346+154.1% |
| Admin fee / account holder | $506 | $1,739-70.9% | $12,998-96.1% | $1,942-74.0% |