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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,992 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,329 | $66,124-52.6% | $90,404-65.3% | $73,488-57.4% |
| Participation rate | 52.8% | 69.7%-16.9pp | 72.7%-19.9pp | 70.7%-17.9pp |
| Annual return | 14.29% | 17.65%-3.4pp | 1293.02%-1278.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $610 | $2,346-74.0% | $3,262-81.3% | $2,270-73.1% |
| Participant deferral / active EE | $937 | $3,039-69.2% | $3,963-76.4% | $3,740-75.0% |
| Admin fee / account holder | $19 | $396-95.2% | $5,611-99.7% | $513-96.3% |