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 | $18,161 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,679 | $42,894-77.4% | $60,874-84.1% | $68,494-85.9% |
| Participation rate | 88.7% | 66.8%+21.9pp | 73.1%+15.6pp | 67.9%+20.8pp |
| Annual return | -15.29% | -13.98%-1.3pp | 16.90%-32.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $916 | $1,978-53.7% | $2,701-66.1% | $2,596-64.7% |
| Participant deferral / active EE | $1,752 | $2,867-38.9% | $3,817-54.1% | $4,027-56.5% |
| Admin fee / account holder | $130 | $3,101-95.8% | $3,224-96.0% | $5,403-97.6% |