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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $41,410 |
NATIONWIDE1 year Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $19,611 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,115 | $79,171+21.4% | $102,423-6.2% | $74,495+29.0% |
| Participation rate | 80.0% | 74.8%+5.2pp | 76.5%+3.5pp | 67.2%+12.8pp |
| Annual return | 15.16% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,109 | $2,362-53.1% | $3,023-63.3% | $2,623-57.7% |
| Participant deferral / active EE | $6,535 | $4,415+48.0% | $5,053+29.3% | $4,346+50.4% |
| Admin fee / account holder | $269 | $2,001-86.5% | $9,451-97.2% | $1,942-86.1% |