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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $29,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $588 |
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 | $102,534 | $75,183+36.4% | $123,892-17.2% | $55,167+85.9% |
| Participation rate | 83.5% | 72.8%+10.6pp | 81.4%+2.1pp | 69.0%+14.5pp |
| Annual return | 8.31% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,450 | $2,823-13.2% | $4,617-46.9% | $1,963+24.9% |
| Participant deferral / active EE | $8,057 | $5,084+58.5% | $5,984+34.6% | $3,054+163.8% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |