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 3-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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $14,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,055 | $66,098-45.5% | $101,794-64.6% | $74,304-51.5% |
| Participation rate | 47.8% | 53.8%-6.0pp | 69.2%-21.4pp | 60.3%-12.6pp |
| Annual return | 18.37% | 19.59%-1.2pp | 30.53%-12.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,440 | $1,082+33.2% | $2,289-37.1% | $2,241-35.7% |
| Participant deferral / active EE | $2,919 | $2,781+5.0% | $4,084-28.5% | $3,767-22.5% |
| Admin fee / account holder | $248 | $4,146-94.0% | $8,777-97.2% | $2,969-91.6% |