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 LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,469 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,512 | $50,982+42.2% | $154,803-53.2% | $85,563-15.3% |
| Participation rate | 94.5% | 59.8%+34.7pp | 78.1%+16.4pp | 66.0%+28.5pp |
| Annual return | 22.65% | 30.35%-7.7pp | 58.88%-36.2pp | 31.51%-8.9pp |
| Employer contribution / active EE | $4,131 | $1,708+141.8% | $4,305-4.0% | $2,654+55.7% |
| Participant deferral / active EE | $8,562 | $2,474+246.1% | $5,540+54.5% | $4,375+95.7% |
| Admin fee / account holder | $105 | $846-87.5% | $14,329-99.3% | $834-87.4% |