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 | $16,058 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,384 | $48,795-21.3% | $65,493-41.4% | $84,808-54.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | -1.24% | 20.20%-21.4pp | 982.45%-983.7pp | 40.90%-42.1pp |
| Employer contribution / active EE | $3,118 | $1,930+61.6% | $2,574+21.1% | $2,631+18.5% |
| Participant deferral / active EE | $4,005 | $2,928+36.8% | $3,961+1.1% | $4,212-4.9% |
| Admin fee / account holder | $267 | $3,877-93.1% | $5,028-94.7% | $7,344-96.4% |