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 | $8,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,317 | $45,073-77.1% | $69,455-85.1% | $72,985-85.9% |
| Participation rate | 68.8% | 68.5%+0.3pp | 74.6%-5.8pp | 69.5%-0.7pp |
| Annual return | 11.70% | 22.65%-10.9pp | 28.97%-17.3pp | 81.00%-69.3pp |
| Employer contribution / active EE | $837 | $2,054-59.3% | $2,779-69.9% | $2,440-65.7% |
| Participant deferral / active EE | $1,198 | $2,602-54.0% | $3,535-66.1% | $3,607-66.8% |
| Admin fee / account holder | $112 | $3,056-96.3% | $3,839-97.1% | $5,124-97.8% |