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 LLC5+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $47,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,169 | $99,957-14.8% | $149,696-43.1% | $73,488+15.9% |
| Participation rate | 71.7% | 75.7%-4.0pp | 82.5%-10.8pp | 70.7%+1.0pp |
| Annual return | 18.34% | 53.87%-35.5pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,421 | $3,191-24.1% | $4,644-47.9% | $2,270+6.6% |
| Participant deferral / active EE | $5,856 | $6,073-3.6% | $6,842-14.4% | $3,740+56.6% |
| Admin fee / account holder | $400 | $551-27.4% | $9,309-95.7% | $513-22.1% |