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 13 · EIN 42-0127290 | Contract Administrator | $44,562 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,122 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,212 | $50,982-40.7% | $154,803-80.5% | $85,563-64.7% |
| Participation rate | 34.1% | 59.8%-25.7pp | 78.1%-44.0pp | 66.0%-31.9pp |
| Annual return | 12.70% | 30.35%-17.7pp | 58.88%-46.2pp | 31.51%-18.8pp |
| Employer contribution / active EE | $252 | $1,708-85.3% | $4,305-94.2% | $2,654-90.5% |
| Participant deferral / active EE | $1,453 | $2,474-41.3% | $5,540-73.8% | $4,375-66.8% |
| Admin fee / account holder | $174 | $846-79.4% | $14,329-98.8% | $834-79.1% |