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 | $90,978 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $38,037 |
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 | $55,206 | $88,122-37.4% | $141,162-60.9% | $67,579-18.3% |
| Participation rate | 65.7% | 76.5%-10.7pp | 82.5%-16.7pp | 71.3%-5.6pp |
| Annual return | 24.41% | 75.40%-51.0pp | 71.39%-47.0pp | 378.56%-354.1pp |
| Employer contribution / active EE | $982 | $3,224-69.6% | $4,735-79.3% | $2,148-54.3% |
| Participant deferral / active EE | $5,609 | $5,958-5.9% | $6,709-16.4% | $3,539+58.5% |
| Admin fee / account holder | $8 | $131-93.9% | $10,261-99.9% | $142-94.4% |