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, LLC Service code 26 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $10,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,359 | $65,376-55.1% | $87,100-66.3% | $65,185-55.0% |
| Participation rate | 59.0% | 75.3%-16.4pp | 76.9%-17.9pp | 70.2%-11.2pp |
| Annual return | 19.41% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $615 | $1,822-66.3% | $2,521-75.6% | $2,177-71.8% |
| Participant deferral / active EE | $1,882 | $3,388-44.5% | $4,049-53.5% | $3,514-46.5% |
| Admin fee / account holder | $190 | $520-63.4% | $7,497-97.5% | $847-77.5% |