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 |
|---|---|---|
Service code 13 · EIN 61-1381380 | Contract Administrator | $29,423 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY, BLDG 2 · AUSTON, TX 78735 | Advisory (Plan) | $23,935 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,577 | $64,909+48.8% | $82,313+17.3% | $62,292+55.0% |
| Participation rate | 69.2% | 74.9%-5.6pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 12.01% | 21.18%-9.2pp | 25.88%-13.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,289 | $1,676+36.5% | $2,428-5.8% | $2,042+12.1% |
| Participant deferral / active EE | $4,576 | $3,103+47.5% | $3,706+23.5% | $3,169+44.4% |
| Admin fee / account holder | $580 | $440+31.9% | $5,608-89.7% | $479+21.0% |