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) | $16,023 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $583 |
Service code 13 4560 VIA ROYALE · FT MYERS, FL 33919 | Contract Administrator | $445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,187 | $55,449-9.5% | $83,848-40.1% | $56,287-10.8% |
| Participation rate | 68.5% | 68.0%+0.5pp | 76.1%-7.6pp | 69.9%-1.3pp |
| Annual return | -8.47% | -1.38%-7.1pp | 850.88%-859.3pp | -9.96%+1.5pp |
| Employer contribution / active EE | $2,765 | $2,430+13.8% | $3,631-23.8% | $2,111+31.0% |
| Participant deferral / active EE | $5,411 | $2,935+84.3% | $4,082+32.6% | $3,350+61.5% |
| Admin fee / account holder | $9 | $656-98.6% | $5,478-99.8% | $521-98.3% |