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 FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $23,666 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,501 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,860 | $77,503+22.4% | $100,391-5.5% | $80,856+17.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.59% | 37.20%-21.6pp | 49.20%-33.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,635 | $2,801+65.5% | $3,942+17.6% | $2,755+68.3% |
| Participant deferral / active EE | $9,410 | $6,820+38.0% | $8,082+16.4% | $4,296+119.0% |
| Admin fee / account holder | $281 | $5,897-95.2% | $7,899-96.4% | $6,918-95.9% |