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.
See the 10-year trajectory with Solo.
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 LLOL Service code 27 1250 CAPITAL OF TEXAS HWY · AUSTIN, TX 78746 | Advisory (Plan) | $12,459 |
Service code 13 1301 S HARRISON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $7,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,535 | $59,417-45.2% | $93,606-65.2% | $74,495-56.3% |
| Participation rate | 46.9% | 59.7%-12.8pp | 68.7%-21.9pp | 67.2%-20.3pp |
| Annual return | 21.79% | 81.83%-60.0pp | 133.20%-111.4pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $1,263 | $1,2640% | $2,420-47.8% | $2,623-51.8% |
| Participant deferral / active EE | $2,362 | $3,050-22.6% | $4,411-46.5% | $4,346-45.7% |
| Admin fee / account holder | $141 | $3,021-95.3% | $8,285-98.3% | $1,942-92.7% |