Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,350 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $15,893 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,690 | $60,393-72.4% | $81,820-79.6% | $74,429-77.6% |
| Participation rate | 96.3% | 62.9%+33.4pp | 72.4%+23.9pp | 67.2%+29.1pp |
| Annual return | 12.83% | 16.89%-4.1pp | 777.93%-765.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $2,015 | $2,626-23.3% | $2,915-30.9% | $2,625-23.2% |
| Participant deferral / active EE | $1,964 | $3,397-42.2% | $4,323-54.6% | $4,348-54.8% |
| Admin fee / account holder | $60 | $1,491-95.9% | $7,391-99.2% | $1,944-96.9% |