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) | $12,067 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,359 | $65,435-64.3% | $86,677-73.1% | $66,914-65.1% |
| Participation rate | 76.4% | 75.5%+1.0pp | 76.6%-0.2pp | 69.8%+6.6pp |
| Annual return | -10.78% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $791 | $2,153-63.2% | $2,836-72.1% | $2,544-68.9% |
| Participant deferral / active EE | $2,063 | $4,100-49.7% | $4,656-55.7% | $4,237-51.3% |
| Admin fee / account holder | $110 | $642-82.8% | $7,493-98.5% | $593-81.4% |