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 | $19,839 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,712 |
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 | $68,137 | $65,435+4.1% | $86,677-21.4% | $66,914+1.8% |
| Participation rate | 61.7% | 75.5%-13.8pp | 76.6%-14.9pp | 69.8%-8.1pp |
| Annual return | -14.62% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,217 | $2,153-43.5% | $2,836-57.1% | $2,544-52.2% |
| Participant deferral / active EE | $5,287 | $4,100+28.9% | $4,656+13.6% | $4,237+24.8% |
| Admin fee / account holder | $176 | $642-72.6% | $7,493-97.6% | $593-70.3% |