See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Participants) | $7,173 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $480 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,599 | $42,894-26.3% | $60,874-48.1% | $68,494-53.9% |
| Participation rate | 70.6% | 66.8%+3.8pp | 73.1%-2.5pp | 67.9%+2.7pp |
| Annual return | -11.37% | -13.98%+2.6pp | 16.90%-28.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $990 | $1,978-50.0% | $2,701-63.4% | $2,596-61.9% |
| Participant deferral / active EE | $2,333 | $2,867-18.6% | $3,817-38.9% | $4,027-42.1% |
| Admin fee / account holder | $108 | $3,101-96.5% | $3,224-96.6% | $5,403-98.0% |