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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 LLC1+ years Service code 55 · EIN 35-2552359 | Other Commissions | $13,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,109 | $56,629+11.4% | $77,999-19.1% | $55,167+14.4% |
| Participation rate | 68.6% | 73.3%-4.7pp | 75.5%-7.0pp | 69.0%-0.4pp |
| Annual return | 6.94% | 2866.98%-2860.0pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,678 | $2,777-3.6% | $3,497-23.4% | $3,054-12.3% |
| Admin fee / account holder | $8 | $467-98.3% | $5,480-99.9% | $504-98.5% |