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 | $74,980 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,694 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,651 | $59,417-9.7% | $93,606-42.7% | $74,495-28.0% |
| Participation rate | 92.3% | 59.7%+32.6pp | 68.7%+23.5pp | 67.2%+25.1pp |
| Annual return | 39.32% | 81.83%-42.5pp | 133.20%-93.9pp | 1364.94%-1325.6pp |
| Employer contribution / active EE | $2,310 | $1,264+82.8% | $2,420-4.5% | $2,623-11.9% |
| Participant deferral / active EE | $4,190 | $3,050+37.4% | $4,411-5.0% | $4,346-3.6% |
| Admin fee / account holder | $405 | $3,021-86.6% | $8,285-95.1% | $1,942-79.1% |