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 16 · EIN 35-2552359 | Consulting | $32,251 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,885 | $63,745+37.9% | $98,442-10.7% | $79,386+10.7% |
| Participation rate | 93.2% | 69.9%+23.4pp | 73.3%+19.9pp | 70.7%+22.5pp |
| Annual return | 13.52% | 625.80%-612.3pp | 1492.73%-1479.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $5,669 | $2,557+121.7% | $2,960+91.5% | $2,427+133.5% |
| Participant deferral / active EE | $4,134 | $3,303+25.1% | $4,276-3.3% | $4,046+2.2% |
| Admin fee / account holder | $224 | $516-56.6% | $5,949-96.2% | $626-64.3% |