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 | $33,226 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,117 |
Participant contribution per participant 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 | $78,179 | $78,275-0.1% | $109,143-28.4% | $86,799-9.9% |
| Participation rate | 70.7% | 73.8%-3.1pp | 75.9%-5.2pp | 72.3%-1.6pp |
| Annual return | 13.53% | 19.14%-5.6pp | 25.75%-12.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $3,975 | $3,105+28.0% | $3,722+6.8% | $2,405+65.3% |
| Participant deferral / active EE | $546 | $3,641-85.0% | $4,653-88.3% | $4,131-86.8% |
| Admin fee / account holder | $91 | $198-54.0% | $6,752-98.6% | $170-46.2% |