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 ADVISORY SERVICES LLC Service code 26 5707 SW PKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $28,758 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,448 | $63,764-64.8% | $81,930-72.6% | $79,858-71.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.43% | 22.66%-9.2pp | 29.49%-16.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,143 | $1,795-36.3% | $4,310-73.5% | $2,471-53.7% |
| Participant deferral / active EE | $1,855 | $2,780-33.3% | $7,107-73.9% | $3,740-50.4% |
| Admin fee / account holder | $293 | $4,426-93.4% | $5,158-94.3% | $5,306-94.5% |