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 10-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $181,389 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $118,152 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,059 | $76,774+85.0% | $112,228+26.6% | $77,904+82.4% |
| Participation rate | 85.4% | 80.2%+5.2pp | 75.1%+10.4pp | 73.7%+11.7pp |
| Annual return | -17.55% | -10.25%-7.3pp | 27.45%-45.0pp | 12.21%-29.8pp |
| Employer contribution / active EE | $10,464 | $3,977+163.1% | $3,635+187.9% | $2,848+267.5% |
| Participant deferral / active EE | $3,232 | $3,778-14.5% | $4,728-31.6% | $4,806-32.8% |
| Admin fee / account holder | $96 | $239-59.7% | $6,410-98.5% | $133-27.4% |