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 SERVICES Service code 26 12450 BRANTLEY COMMONS COURT · FORT MYERS, FL 33907 | Advisory (Participants) | $13,399 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,844 | $58,726-8.3% | $92,233-41.6% | $62,292-13.6% |
| Participation rate | 64.1% | 68.3%-4.2pp | 76.5%-12.4pp | 69.5%-5.4pp |
| Annual return | 22.82% | 43.62%-20.8pp | 176.28%-153.5pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,289 | $2,392-46.1% | $3,679-65.0% | $2,042-36.9% |
| Participant deferral / active EE | $4,209 | $2,766+52.2% | $3,897+8.0% | $3,169+32.8% |
| Admin fee / account holder | $6 | $556-99.0% | $5,194-99.9% | $479-98.8% |