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 5-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 27 · EIN 35-2552359 | Advisory (Plan) | $7,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,021 | $46,292-74.0% | $143,757-91.6% | $64,808-81.5% |
| Participation rate | 34.3% | 64.2%-29.9pp | 80.3%-46.0pp | 71.5%-37.2pp |
| Annual return | -6.02% | -10.05%+4.0pp | -0.04%-6.0pp | 32.82%-38.8pp |
| Employer contribution / active EE | $582 | $1,910-69.5% | $4,951-88.2% | $2,506-76.8% |
| Participant deferral / active EE | $1,465 | $2,646-44.6% | $5,637-74.0% | $4,310-66.0% |
| Admin fee / account holder | $81 | $154-47.5% | $14,673-99.5% | $188-57.0% |