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 15 · EIN 13-3689044 | Recordkeeping | $58,357 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,093 | $58,290-55.2% | $98,442-73.5% | $86,799-69.9% |
| Participation rate | 86.9% | 68.3%+18.6pp | 73.3%+13.6pp | 72.3%+14.7pp |
| Annual return | 15.49% | 43.48%-28.0pp | 1492.73%-1477.2pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,417 | $2,008-29.4% | $2,960-52.1% | $2,405-41.1% |
| Participant deferral / active EE | $2,470 | $3,152-21.6% | $4,276-42.2% | $4,131-40.2% |
| Admin fee / account holder | $166 | $138+20.8% | $5,949-97.2% | $170-1.9% |