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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.
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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 LLC3+ years Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $117,616 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $68,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,717 | $55,416+20.4% | $75,972-12.2% | $77,643-14.1% |
| Participation rate | 93.5% | 63.6%+29.9pp | 69.1%+24.4pp | 70.6%+22.9pp |
| Annual return | 21.87% | 17.07%+4.8pp | 359.55%-337.7pp | 31.24%-9.4pp |
| Employer contribution / active EE | $5,141 | $1,788+187.6% | $2,685+91.5% | $2,726+88.6% |
| Participant deferral / active EE | $11,356 | $3,447+229.4% | $4,255+166.9% | $4,647+144.4% |
| Admin fee / account holder | $554 | $414+34.0% | $6,467-91.4% | $430+28.8% |