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.
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 | $36,060 | $52,670-31.5% | $90,404-60.1% | $73,409-50.9% |
| Participation rate | 58.1% | 67.7%-9.6pp | 72.7%-14.6pp | 72.2%-14.1pp |
| Annual return | 12.72% | 20.70%-8.0pp | 1293.02%-1280.3pp | 59.29%-46.6pp |
| Employer contribution / active EE | $374 | $1,872-80.0% | $3,262-88.5% | $2,234-83.3% |
| Participant deferral / active EE | $2,503 | $2,807-10.8% | $3,963-36.9% | $3,805-34.2% |
| Admin fee / account holder | $34 | $117-70.8% | $5,611-99.4% | $158-78.4% |