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 10-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, LLC Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $12,977 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping | $316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,372 | $56,485-71.0% | $185,823-91.2% | $86,799-81.1% |
| Participation rate | 37.2% | 65.5%-28.3pp | 81.7%-44.5pp | 72.3%-35.1pp |
| Annual return | 15.52% | 118.04%-102.5pp | 122.05%-106.5pp | 97.91%-82.4pp |
| Employer contribution / active EE | $555 | $1,843-69.9% | $5,167-89.3% | $2,405-76.9% |
| Participant deferral / active EE | $1,521 | $2,553-40.4% | $5,568-72.7% | $4,131-63.2% |
| Admin fee / account holder | $118 | $150-21.4% | $16,237-99.3% | $170-30.6% |