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 ADVISORY SERVICES Service code 71 · EIN 74-2794194 5707 SOUTHEAST PARKWAY · AUSTIN, TX 78735 | Brokerage Fees | $37,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,682 | $80,717-52.1% | $154,803-75.0% | $84,808-54.4% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 13.15% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,833 | $2,761+219.9% | $4,305+105.2% | $2,631+235.7% |
| Participant deferral / active EE | $6,847 | $3,303+107.3% | $5,540+23.6% | $4,212+62.6% |
| Admin fee / account holder | $357 | $6,746-94.7% | $14,329-97.5% | $7,344-95.1% |