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 9-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 ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $68,348 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $63,423 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,482 | $81,357+189.4% | $75,972+210.0% | $199,593+18.0% |
| Participation rate | 79.3% | 69.9%+9.4pp | 69.1%+10.3pp | 72.0%+7.4pp |
| Annual return | 12.10% | 16.32%-4.2pp | 359.55%-347.4pp | 34.25%-22.1pp |
| Employer contribution / active EE | $8,032 | $3,341+140.4% | $2,685+199.2% | $3,034+164.7% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $86 | $144-40.7% | $6,467-98.7% | $269-68.1% |