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. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $35,953 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,635 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,056 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,854 | $87,870+109.2% | $113,168+62.5% | $74,304+147.4% |
| Participation rate | 96.4% | 70.7%+25.6pp | 76.6%+19.8pp | 60.3%+36.0pp |
| Annual return | 13.60% | 26.44%-12.8pp | 24.27%-10.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $6,230 | $2,277+173.6% | $2,975+109.4% | $2,241+178.0% |
| Participant deferral / active EE | $8,597 | $4,241+102.7% | $5,107+68.3% | $3,767+128.2% |
| Admin fee / account holder | $509 | $3,368-84.9% | $12,068-95.8% | $2,969-82.9% |