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 | $39,871 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $23,740 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,516 | $62,127-38.0% | $81,382-52.7% | $74,495-48.3% |
| Participation rate | 85.7% | 64.0%+21.7pp | 69.5%+16.2pp | 67.2%+18.5pp |
| Annual return | 12.91% | 16.48%-3.6pp | 24.73%-11.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,558 | $1,882-17.2% | $2,463-36.7% | $2,623-40.6% |
| Participant deferral / active EE | $2,291 | $3,229-29.1% | $3,883-41.0% | $4,346-47.3% |
| Admin fee / account holder | $294 | $1,934-84.8% | $5,768-94.9% | $1,942-84.8% |