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 13 · EIN 42-0127290 | Contract Administrator | $242,776 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $97,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,520 | $112,623+40.8% | $106,213+49.2% | $199,593-20.6% |
| Participation rate | 97.1% | 86.2%+10.9pp | 75.3%+21.8pp | 72.0%+25.2pp |
| Annual return | 16.17% | 15.57%+0.6pp | 116.14%-100.0pp | 34.25%-18.1pp |
| Employer contribution / active EE | $6,429 | $4,575+40.5% | $3,171+102.7% | $3,034+111.9% |
| Participant deferral / active EE | $5,992 | $6,659-10.0% | $5,016+19.5% | $5,087+17.8% |
| Admin fee / account holder | $212 | $107+98.1% | $11,033-98.1% | $269-21.2% |