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 48-1205033 | Recordkeeping | $25,447 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 1901 ROXBOROUGH RD, STE 300 · CHARLOTTE, NC 282115588 | Advisory (Plan) | $18,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,087 | $52,293-69.2% | $178,490-91.0% | $73,409-78.1% |
| Participation rate | 31.5% | 65.3%-33.8pp | 81.9%-50.4pp | 72.2%-40.7pp |
| Annual return | 35.67% | 34.75%+0.9pp | 151.07%-115.4pp | 59.29%-23.6pp |
| Employer contribution / active EE | $348 | $1,735-80.0% | $5,011-93.1% | $2,234-84.4% |
| Participant deferral / active EE | $1,162 | $2,332-50.2% | $5,202-77.7% | $3,805-69.5% |
| Admin fee / account holder | $107 | $127-16.4% | $13,984-99.2% | $158-32.5% |