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 INVESTMENT SERVICES Service code 71 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Brokerage Fees | $19,616 |
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 | $17,708 | $48,795-63.7% | $65,493-73.0% | $84,808-79.1% |
| Participation rate | 66.0% | 67.0%-1.0pp | 73.1%-7.1pp | 68.3%-2.4pp |
| Annual return | 12.26% | 20.20%-7.9pp | 982.45%-970.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,022 | $1,930-47.0% | $2,574-60.3% | $2,631-61.2% |
| Participant deferral / active EE | $1,844 | $2,928-37.0% | $3,961-53.4% | $4,212-56.2% |
| Admin fee / account holder | $218 | $3,877-94.4% | $5,028-95.7% | $7,344-97.0% |