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 5-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 · EIN 35-2552359 | Other Commissions | $15,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,458 | $52,293-3.5% | $178,490-71.7% | $73,409-31.3% |
| Participation rate | 41.2% | 65.3%-24.2pp | 81.9%-40.8pp | 72.2%-31.0pp |
| Annual return | 25.82% | 34.75%-8.9pp | 151.07%-125.3pp | 59.29%-33.5pp |
| Employer contribution / active EE | $482 | $1,735-72.2% | $5,011-90.4% | $2,234-78.4% |
| Participant deferral / active EE | $2,168 | $2,332-7.0% | $5,202-58.3% | $3,805-43.0% |
| Admin fee / account holder | $12 | $127-90.6% | $13,984-99.9% | $158-92.4% |