See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $11,465 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,488 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,887 | $66,302-85.1% | $110,238-91.0% | $56,287-82.4% |
| Participation rate | 88.5% | 74.9%+13.5pp | 79.8%+8.6pp | 69.9%+18.6pp |
| Annual return | -7.68% | -1.18%-6.5pp | 314.74%-322.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $342 | $2,047-83.3% | $3,826-91.1% | $2,111-83.8% |
| Participant deferral / active EE | $2,273 | $3,381-32.8% | $4,672-51.3% | $3,350-32.1% |
| Admin fee / account holder | $57 | $698-91.8% | $8,547-99.3% | $521-89.0% |