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) | $11,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $26,719 | $76,050-64.9% | $96,544-72.3% | $71,457-62.6% |
| Participation rate | 69.8% | 74.4%-4.6pp | 76.0%-6.2pp | 67.9%+1.8pp |
| Annual return | 13.10% | 22.81%-9.7pp | 25.84%-12.7pp | 28.85%-15.7pp |
| Employer contribution / active EE | $802 | $2,244-64.3% | $2,965-73.0% | $2,588-69.0% |
| Participant deferral / active EE | $2,107 | $4,215-50.0% | $4,851-56.6% | $4,289-50.9% |
| Admin fee / account holder | $111 | $2,707-95.9% | $8,252-98.7% | $1,587-93.0% |