See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $36,089 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,059 | $89,248+79.3% | $136,007+17.7% | $74,495+114.9% |
| Participation rate | 75.5% | 69.4%+6.1pp | 76.5%-0.9pp | 67.2%+8.3pp |
| Annual return | 24.39% | 22.76%+1.6pp | 579.32%-554.9pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $7,161 | $2,838+152.3% | $4,217+69.8% | $2,623+173.0% |
| Participant deferral / active EE | $15,593 | $4,598+239.1% | $7,025+122.0% | $4,346+258.8% |
| Admin fee / account holder | $381 | $1,545-75.3% | $6,858-94.4% | $1,942-80.4% |