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) | $21,423 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,328 | $54,705-26.3% | $71,209-43.4% | $84,808-52.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.82% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,171 | $2,158+0.6% | $2,721-20.2% | $2,631-17.5% |
| Participant deferral / active EE | $5,669 | $3,030+87.1% | $4,175+35.8% | $4,212+34.6% |
| Admin fee / account holder | $144 | $4,863-97.0% | $5,349-97.3% | $7,344-98.0% |