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) | $43,690 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,869 |
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 | $105,968 | $136,307-22.3% | $177,821-40.4% | $73,488+44.2% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.8pp |
| Annual return | 20.92% | 18.68%+2.2pp | 48.32%-27.4pp | 28.51%-7.6pp |
| Employer contribution / active EE | $7,297 | $3,712+96.6% | $5,918+23.3% | $2,270+221.4% |
| Participant deferral / active EE | $7,902 | $5,829+35.6% | $7,714+2.4% | $3,740+111.3% |
| Admin fee / account holder | $298 | $596-50.0% | $12,427-97.6% | $513-41.9% |