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 | $28,628 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 49 · EIN 35-2552359 | Other Services | $9,360 |
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 | $58,955 | $92,971-36.6% | $96,683-39.0% | $74,419-20.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 51.12% | 37.49%+13.6pp | 35.69%+15.4pp | 34.38%+16.7pp |
| Employer contribution / active EE | $4,671 | $3,426+36.4% | $3,737+25.0% | $2,637+77.1% |
| Participant deferral / active EE | $701 | $3,970-82.3% | $4,878-85.6% | $4,528-84.5% |
| Admin fee / account holder | $38 | $633-93.9% | $6,730-99.4% | $348-88.9% |