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) | $13,992 |
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 | $30,145 | $79,171-61.9% | $102,423-70.6% | $74,495-59.5% |
| Participation rate | 71.3% | 74.8%-3.5pp | 76.5%-5.2pp | 67.2%+4.1pp |
| Annual return | 12.03% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $908 | $2,362-61.6% | $3,023-70.0% | $2,623-65.4% |
| Participant deferral / active EE | $2,567 | $4,415-41.9% | $5,053-49.2% | $4,346-40.9% |
| Admin fee / account holder | $125 | $2,001-93.8% | $9,451-98.7% | $1,942-93.6% |