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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 32-2552359 | Advisory (Plan) | $25,900 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,458 | $44,873+3.5% | $79,464-41.5% | $56,287-17.5% |
| Participation rate | 73.6% | 68.7%+4.9pp | 73.3%+0.3pp | 69.9%+3.8pp |
| Annual return | -6.37% | 0.81%-7.2pp | 718.14%-724.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,303 | $2,140+101.1% | $2,800+53.7% | $2,111+103.8% |
| Participant deferral / active EE | $1,886 | $2,746-31.3% | $3,704-49.1% | $3,350-43.7% |
| Admin fee / account holder | $160 | $418-61.8% | $5,113-96.9% | $521-69.3% |