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 |
|---|---|---|
Filed as: FIRST HARBOR/KESTRA ADVISORY SERVIC Service code 26 · EIN 47-1566880 | Advisory (Participants) | $9,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,859 | $64,119-14.4% | $112,228-51.1% | $66,914-18.0% |
| Participation rate | 35.9% | 68.5%-32.6pp | 75.1%-39.1pp | 69.8%-33.9pp |
| Annual return | -12.94% | -13.81%+0.9pp | 27.45%-40.4pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,030 | $3,005-65.7% | $3,635-71.7% | $2,544-59.5% |
| Participant deferral / active EE | $1,903 | $3,693-48.5% | $4,728-59.8% | $4,237-55.1% |
| Admin fee / account holder | $151 | $625-75.8% | $6,410-97.6% | $593-74.5% |