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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $75,052 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,760 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 50 · EIN 43-1947695 | Direct Payment | $14,475 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,667 |
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 | $45,024 | $42,582+5.7% | $171,082-73.7% | $57,658-21.9% |
| Participation rate | 96.5% | 63.9%+32.6pp | 76.7%+19.8pp | 70.2%+26.3pp |
| Annual return | 8.93% | 308.67%-299.7pp | 32.56%-23.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,307 | $1,306+0.1% | $4,002-67.3% | $1,974-33.8% |
| Participant deferral / active EE | $3,894 | $2,933+32.8% | $4,797-18.8% | $3,061+27.2% |
| Admin fee / account holder | $32 | $82-60.9% | $8,520-99.6% | $95-65.9% |