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 Service code 26 · EIN 35-2552359 | Advisory (Participants) | $18,419 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,068 | $58,234-44.9% | $81,783-60.8% | $80,874-60.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 17.73% | 41.70%-24.0pp | 775.05%-757.3pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,762 | $2,341-24.8% | $2,913-39.5% | $2,756-36.1% |
| Participant deferral / active EE | $3,980 | $3,283+21.2% | $4,320-7.9% | $4,297-7.4% |
| Admin fee / account holder | $127 | $4,982-97.4% | $7,380-98.3% | $6,935-98.2% |