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: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 35-2552359 | Other Services | $27,447 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $19,546 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,688 | $79,171+15.8% | $102,423-10.5% | $74,495+23.1% |
| Participation rate | 73.8% | 74.8%-1.0pp | 76.5%-2.7pp | 67.2%+6.6pp |
| Annual return | 13.02% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,648 | $2,362-30.2% | $3,023-45.5% | $2,623-37.2% |
| Participant deferral / active EE | $7,612 | $4,415+72.4% | $5,053+50.6% | $4,346+75.2% |
| Admin fee / account holder | $231 | $2,001-88.5% | $9,451-97.6% | $1,942-88.1% |