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 INVESTMENT SERVICES, INC. Service code 51 801 NORTH ORANGE AVENUE · ORLANDO, FL 32801 | Investment Mgmt Fees | $49,393 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $289,682-100.0% | $189,344-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | - |
| Annual return | 15.56% | 43.80%-28.2pp | 11.02%+4.5pp | - |
| Employer contribution / active EE | $5,051 | $11,594-56.4% | $33,824-85.1% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $418-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $4,088-100.0% | - |