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 06-1050034 | Contract Administrator | $182,188 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,155 | $76,774-13.8% | $112,228-41.1% | $77,904-15.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -14.07% | -10.25%-3.8pp | 27.45%-41.5pp | 12.21%-26.3pp |
| Employer contribution / active EE | $3,300 | $3,977-17.0% | $3,635-9.2% | $2,848+15.9% |
| Participant deferral / active EE | $8,109 | $3,778+114.6% | $4,728+71.5% | $4,806+68.7% |
| Admin fee / account holder | $85 | $239-64.5% | $6,410-98.7% | $133-35.9% |