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) | $17,258 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,669 | $87,870-62.8% | $113,168-71.1% | $74,304-56.0% |
| Participation rate | 75.7% | 70.7%+5.0pp | 76.6%-0.8pp | 60.3%+15.4pp |
| Annual return | 18.95% | 26.44%-7.5pp | 24.27%-5.3pp | 29.43%-10.5pp |
| Employer contribution / active EE | $909 | $2,277-60.1% | $2,975-69.4% | $2,241-59.4% |
| Participant deferral / active EE | $2,782 | $4,241-34.4% | $5,107-45.5% | $3,767-26.1% |
| Admin fee / account holder | $145 | $3,368-95.7% | $12,068-98.8% | $2,969-95.1% |