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 | $60,504-72.4% | $81,882-79.6% | $74,478-77.6% |
| Participation rate | 96.3% | 62.9%+33.4pp | 72.4%+23.9pp | 67.2%+29.1pp |
| Annual return | 12.83% | 16.91%-4.1pp | 779.47%-766.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,015 | $2,627-23.3% | $2,916-30.9% | $2,626-23.3% |
| Participant deferral / active EE | $1,964 | $3,400-42.2% | $4,323-54.6% | $4,350-54.9% |
| Admin fee / account holder | $60 | $1,492-95.9% | $7,360-99.2% | $1,946-96.9% |