See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,500 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,978 | $60,989-3.3% | $60,874-3.1% | $66,914-11.9% |
| Participation rate | 97.2% | 74.5%+22.7pp | 73.1%+24.1pp | 69.8%+27.4pp |
| Annual return | -12.53% | -9.60%-2.9pp | 16.90%-29.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,234 | $2,661+21.6% | $2,701+19.7% | $2,544+27.1% |
| Participant deferral / active EE | $3,325 | $3,615-8.0% | $3,817-12.9% | $4,237-21.5% |
| Admin fee / account holder | $45 | $338-86.8% | $3,224-98.6% | $593-92.5% |