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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,545 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $21,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,538 | $66,528-52.6% | $86,874-63.7% | $86,799-63.7% |
| Participation rate | 87.0% | 72.4%+14.6pp | 71.6%+15.4pp | 72.3%+14.7pp |
| Annual return | 13.80% | 19.56%-5.8pp | 63.52%-49.7pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,227 | $2,007-38.8% | $2,495-50.8% | $2,405-49.0% |
| Participant deferral / active EE | $2,416 | $3,240-25.4% | $3,699-34.7% | $4,131-41.5% |
| Admin fee / account holder | $208 | $148+40.7% | $5,828-96.4% | $170+22.9% |