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) | $28,040 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,634 |
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 | $100,961 | $80,673+25.1% | $101,326-0.4% | $84,808+19.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.29% | 38.95%-20.7pp | 36.82%-18.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,617 | $2,698+71.2% | $3,665+26.0% | $2,631+75.5% |
| Participant deferral / active EE | $8,951 | $6,840+30.9% | $7,994+12.0% | $4,212+112.5% |
| Admin fee / account holder | $265 | $12,784-97.9% | $11,185-97.6% | $7,344-96.4% |