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) | $11,113 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,408 | $48,795-15.1% | $65,493-36.8% | $84,808-51.2% |
| Participation rate | 61.3% | 67.0%-5.7pp | 73.1%-11.8pp | 68.3%-7.0pp |
| Annual return | 10.32% | 20.20%-9.9pp | 982.45%-972.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $885 | $1,930-54.1% | $2,574-65.6% | $2,631-66.4% |
| Participant deferral / active EE | $2,236 | $2,928-23.6% | $3,961-43.5% | $4,212-46.9% |
| Admin fee / account holder | $143 | $3,877-96.3% | $5,028-97.1% | $7,344-98.0% |