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 | $32,723 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $20,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,599 | $56,423-44.0% | $77,163-59.0% | $71,457-55.8% |
| Participation rate | 88.4% | 64.3%+24.1pp | 69.6%+18.8pp | 67.9%+20.5pp |
| Annual return | 18.39% | 19.05%-0.7pp | 37.87%-19.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,676 | $1,866-10.2% | $2,535-33.9% | $2,588-35.2% |
| Participant deferral / active EE | $2,512 | $3,142-20.1% | $3,833-34.5% | $4,289-41.4% |
| Admin fee / account holder | $220 | $1,429-84.6% | $5,472-96.0% | $1,587-86.1% |