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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) | $20,192 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,141 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2 |
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 | $53,568 | $50,982+5.1% | $154,803-65.4% | $85,563-37.4% |
| Participation rate | 30.9% | 59.8%-28.9pp | 78.1%-47.2pp | 66.0%-35.1pp |
| Annual return | 12.29% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $825 | $1,708-51.7% | $4,305-80.8% | $2,654-68.9% |
| Participant deferral / active EE | $1,399 | $2,474-43.5% | $5,540-74.8% | $4,375-68.0% |
| Admin fee / account holder | $261 | $846-69.2% | $14,329-98.2% | $834-68.8% |