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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $36,677 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,153 | $73,638+40.1% | $95,952+7.5% | $73,488+40.4% |
| Participation rate | 63.2% | 76.2%-12.9pp | 77.1%-13.8pp | 70.7%-7.4pp |
| Annual return | 15.27% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,212 | $1,863+18.7% | $2,541-12.9% | $2,270-2.6% |
| Participant deferral / active EE | $4,919 | $3,617+36.0% | $4,167+18.0% | $3,740+31.5% |
| Admin fee / account holder | $418 | $482-13.2% | $6,795-93.8% | $513-18.4% |