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 | $35,144 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,791 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,824 | $56,443+23.7% | $83,848-16.7% | $55,725+25.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -2.83% | 393.67%-396.5pp | 850.88%-853.7pp | 244.93%-247.8pp |
| Employer contribution / active EE | $6,438 | $2,682+140.1% | $3,631+77.3% | $2,078+209.8% |
| Participant deferral / active EE | $385 | $2,965-87.0% | $4,082-90.6% | $3,356-88.5% |
| Admin fee / account holder | $151 | $156-3.1% | $5,478-97.2% | $115+31.5% |