Filed November 23, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 71 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Brokerage Fees | $13,393 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,607 | $48,230-28.2% | $67,502-48.7% | $80,856-57.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 20.49% | 18.28%+2.2pp | 3512.12%-3491.6pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,732 | $2,020+35.3% | $2,731+0.1% | $2,755-0.8% |
| Participant deferral / active EE | $3,599 | $2,924+23.1% | $4,000-10.0% | $4,296-16.2% |
| Admin fee / account holder | $187 | $3,681-94.9% | $3,998-95.3% | $6,918-97.3% |