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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.
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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. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $14,252 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,239 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,682 | $84,030-61.1% | $126,539-74.2% | $102,872-68.2% |
| Participation rate | 14.2% | 58.3%-44.1pp | 69.8%-55.7pp | 73.0%-58.9pp |
| Annual return | 18.60% | 17.79%+0.8pp | 425.95%-407.4pp | 19.06%-0.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $3,674-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $622 | $3,749-83.4% | $4,083-84.8% | $5,535-88.8% |
| Admin fee / account holder | $137 | $299-54.2% | $6,065-97.7% | $292-53.1% |