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, LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $12,386 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,538 | $90,600-34.3% | $79,464-25.1% | $135,375-56.0% |
| Participation rate | 73.7% | 76.0%-2.4pp | 73.3%+0.3pp | 82.6%-9.0pp |
| Annual return | -12.94% | 977.43%-990.4pp | 718.14%-731.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,207 | $3,068-60.6% | $2,800-56.9% | $4,779-74.7% |
| Participant deferral / active EE | $8,052 | $4,050+98.8% | $3,704+117.4% | $5,609+43.6% |
| Admin fee / account holder | $467 | $5,907-92.1% | $5,113-90.9% | $10,827-95.7% |