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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $31,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,548 | $73,102-15.8% | $123,544-50.2% | $56,287+9.3% |
| Participation rate | 72.4% | 74.3%-1.9pp | 82.3%-9.9pp | 69.9%+2.5pp |
| Annual return | -5.07% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,408 | $2,977-19.1% | $4,628-48.0% | $2,111+14.1% |
| Participant deferral / active EE | $5,488 | $5,423+1.2% | $6,426-14.6% | $3,350+63.8% |
| Admin fee / account holder | $392 | $554-29.2% | $9,284-95.8% | $521-24.8% |