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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,117 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $53,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,259 | $56,503+111.1% | $70,092+70.1% | $64,808+84.0% |
| Participation rate | 97.0% | 70.5%+26.5pp | 70.5%+26.5pp | 71.5%+25.5pp |
| Annual return | -14.97% | -13.44%-1.5pp | 190.73%-205.7pp | 32.82%-47.8pp |
| Employer contribution / active EE | $5,336 | $2,046+160.8% | $2,559+108.5% | $2,506+113.0% |
| Participant deferral / active EE | $4,814 | $3,389+42.1% | $3,849+25.1% | $4,310+11.7% |
| Admin fee / account holder | $241 | $160+50.6% | $6,267-96.1% | $188+28.6% |