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 | $55,703 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,556 | $47,722-61.1% | $82,719-77.6% | $64,808-71.4% |
| Participation rate | 95.8% | 67.6%+28.2pp | 72.6%+23.3pp | 71.5%+24.4pp |
| Annual return | -11.05% | -13.05%+2.0pp | 701.18%-712.2pp | 32.82%-43.9pp |
| Employer contribution / active EE | $1,355 | $2,179-37.8% | $3,009-55.0% | $2,506-45.9% |
| Participant deferral / active EE | $2,503 | $3,329-24.8% | $4,395-43.0% | $4,310-41.9% |
| Admin fee / account holder | $126 | $143-11.9% | $5,329-97.6% | $188-32.9% |