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 FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $19,250 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,772 | $44,425+34.5% | $67,834-11.9% | $55,167+8.3% |
| Participation rate | 58.1% | 59.7%-1.6pp | 68.8%-10.7pp | 69.0%-10.9pp |
| Annual return | 9.34% | 17.80%-8.5pp | 138.47%-129.1pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,639 | $1,351+21.3% | $2,403-31.8% | $1,963-16.5% |
| Participant deferral / active EE | $2,611 | $2,166+20.6% | $3,160-17.4% | $3,054-14.5% |
| Admin fee / account holder | $224 | $530-57.7% | $4,622-95.1% | $504-55.5% |