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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Advisory (Plan) | $39,071 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,763 |
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 | $122,078 | $80,177+52.3% | $123,892-1.5% | $57,658+111.7% |
| Participation rate | 93.0% | 74.4%+18.5pp | 81.4%+11.6pp | 70.2%+22.7pp |
| Annual return | 9.26% | 17.90%-8.6pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,762 | $2,913+29.2% | $4,617-18.5% | $1,974+90.6% |
| Participant deferral / active EE | $8,983 | $5,130+75.1% | $5,984+50.1% | $3,061+193.5% |
| Admin fee / account holder | $225 | $106+112.1% | $8,357-97.3% | $95+138.5% |