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 | $79,962 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,288 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,295 |
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 | $23,534 | $44,960-47.7% | $84,966-72.3% | $74,495-68.4% |
| Participation rate | 82.4% | 49.4%+33.0pp | 67.5%+14.9pp | 67.2%+15.2pp |
| Annual return | 11.66% | 26.24%-14.6pp | 66.38%-54.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,912 | $2,731+79.9% | $4,519+8.7% | $4,346+13.0% |
| Admin fee / account holder | $546 | $2,209-75.3% | $6,149-91.1% | $1,942-71.9% |