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 7-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 37 · EIN 04-2647786 | Loan Processing | $34,677 |
Service code 16 · EIN 35-2552359 | Consulting | $10,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 36-4291971 | Consulting | $7,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,793 | $52,670-13.1% | $90,404-49.3% | $73,409-37.6% |
| Participation rate | 80.2% | 67.7%+12.5pp | 72.7%+7.5pp | 72.2%+8.0pp |
| Annual return | 13.23% | 20.70%-7.5pp | 1293.02%-1279.8pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,458 | $1,872-22.1% | $3,262-55.3% | $2,234-34.7% |
| Participant deferral / active EE | $5,142 | $2,807+83.2% | $3,963+29.7% | $3,805+35.1% |
| Admin fee / account holder | $154 | $117+31.8% | $5,611-97.3% | $158-2.5% |