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 SVCS Service code 99 · EIN 47-1566880 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,567 | $54,237-51.0% | $90,281-70.6% | $67,579-60.7% |
| Participation rate | 59.4% | 68.6%-9.2pp | 73.3%-13.9pp | 71.3%-11.9pp |
| Annual return | 26.17% | 37.27%-11.1pp | 78.10%-51.9pp | 378.56%-352.4pp |
| Employer contribution / active EE | $312 | $1,846-83.1% | $2,854-89.1% | $2,148-85.5% |
| Participant deferral / active EE | $2,059 | $2,625-21.6% | $3,885-47.0% | $3,539-41.8% |
| Admin fee / account holder | $35 | $123-72.0% | $5,351-99.4% | $142-75.7% |