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 | $37,134 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $21,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,522 | $50,199-47.2% | $70,092-62.2% | $66,914-60.4% |
| Participation rate | 86.2% | 66.3%+19.8pp | 70.5%+15.7pp | 69.8%+16.4pp |
| Annual return | -17.93% | -13.85%-4.1pp | 190.73%-208.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,668 | $1,864-10.5% | $2,559-34.8% | $2,544-34.5% |
| Participant deferral / active EE | $2,662 | $3,112-14.5% | $3,849-30.8% | $4,237-37.2% |
| Admin fee / account holder | $248 | $600-58.6% | $6,267-96.0% | $593-58.2% |