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 26 · EIN 04-2675571 | Advisory (Participants) | $88,716 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $30,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,167 | $106,028+3.0% | $146,958-25.7% | $77,643+40.6% |
| Participation rate | 85.3% | 78.4%+6.9pp | 82.2%+3.1pp | 70.6%+14.7pp |
| Annual return | 25.88% | 56.73%-30.9pp | 418.34%-392.5pp | 31.24%-5.4pp |
| Employer contribution / active EE | $4,873 | $4,063+19.9% | $4,933-1.2% | $2,726+78.8% |
| Participant deferral / active EE | $7,450 | $7,990-6.8% | $8,070-7.7% | $4,647+60.3% |
| Admin fee / account holder | $328 | $337-2.8% | $12,998-97.5% | $430-23.8% |