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, LLC Service code 16 · EIN 35-2552359 | Consulting | $74,616 |
BOURGEOIS BENNETT LLC1 year Service code 10 · EIN 72-0136870 | Accounting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$141,159 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,404 | $82,202+456.4% | $125,339+264.9% | $64,808+605.8% |
| Participation rate | 87.6% | 77.9%+9.7pp | 82.4%+5.2pp | 71.5%+16.2pp |
| Annual return | -17.97% | 3.48%-21.4pp | 572.05%-590.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $12,443 | $3,615+244.2% | $4,814+158.5% | $2,506+396.5% |
| Participant deferral / active EE | $10,087 | $7,175+40.6% | $7,446+35.5% | $4,310+134.0% |
| Admin fee / account holder | $194 | $163+18.6% | $10,010-98.1% | $188+3.1% |