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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $74,427 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $28,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,807 | $75,388-39.2% | $123,544-62.9% | $55,725-17.8% |
| Participation rate | 69.3% | 75.7%-6.4pp | 82.3%-13.0pp | 70.9%-1.6pp |
| Annual return | -6.20% | 4.48%-10.7pp | 119.20%-125.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,061 | $3,063-65.3% | $4,628-77.1% | $2,078-48.9% |
| Participant deferral / active EE | $5,637 | $5,651-0.2% | $6,426-12.3% | $3,356+68.0% |
| Admin fee / account holder | $5 | $120-95.8% | $9,284-99.9% | $115-95.6% |