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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,353 | $76,407-49.8% | $150,298-74.5% | $82,448-53.5% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 13.15% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,833 | $2,614+237.9% | $4,154+112.6% | $2,551+246.3% |
| Participant deferral / active EE | $6,845 | $3,214+112.9% | $5,453+25.5% | $4,139+65.4% |
| Admin fee / account holder | $354 | $6,352-94.4% | $14,116-97.5% | $7,234-95.1% |