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) | $7,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,065 | $46,553-26.8% | $64,056-46.8% | $75,163-54.7% |
| Participation rate | 63.7% | 65.9%-2.2pp | 72.3%-8.6pp | 67.2%-3.5pp |
| Annual return | 10.22% | 26.03%-15.8pp | 33.69%-23.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $898 | $1,974-54.5% | $2,747-67.3% | $2,670-66.4% |
| Participant deferral / active EE | $1,992 | $2,837-29.8% | $3,880-48.7% | $4,125-51.7% |
| Admin fee / account holder | $96 | $2,952-96.7% | $3,068-96.9% | $5,651-98.3% |