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. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $38,271 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,875 |
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 | $90,935 | $98,982-8.1% | $162,163-43.9% | $65,185+39.5% |
| Participation rate | 96.8% | 85.8%+11.1pp | 87.6%+9.3pp | 70.2%+26.6pp |
| Annual return | 31.69% | 24.84%+6.9pp | 115.59%-83.9pp | 29.38%+2.3pp |
| Employer contribution / active EE | $6,452 | $3,467+86.1% | $5,614+14.9% | $2,177+196.4% |
| Participant deferral / active EE | $7,307 | $5,384+35.7% | $7,298+0.1% | $3,514+108.0% |
| Admin fee / account holder | $287 | $596-52.0% | $10,843-97.4% | $847-66.2% |