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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $93,538 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $47,116 |
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 | $244,570 | $63,321+286.2% | $68,791+255.5% | $77,904+213.9% |
| Participation rate | 77.2% | 71.1%+6.1pp | 69.0%+8.2pp | 73.7%+3.5pp |
| Annual return | 8.02% | -6.50%+14.5pp | -6.38%+14.4pp | 12.21%-4.2pp |
| Employer contribution / active EE | $7,506 | $2,794+168.7% | $2,655+182.7% | $2,848+163.6% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $102 | $104-2.5% | $4,932-97.9% | $133-23.3% |