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 13-3689044 | Recordkeeping | $31,788 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $20,089 |
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 | $28,647 | $61,473-53.4% | $81,930-65.0% | $73,409-61.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 72.0%-72.0pp | 72.2%-72.2pp |
| Annual return | 14.73% | 28.26%-13.5pp | 29.49%-14.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,912 | $3,080-37.9% | $7,107-73.1% | $3,805-49.8% |
| Admin fee / account holder | $203 | $125+61.5% | $5,158-96.1% | $158+28.3% |