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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,215 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $20,882 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,752 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,066 | $84,556-4.1% | $116,228-30.3% | $74,304+9.1% |
| Participation rate | 98.5% | 66.0%+32.5pp | 74.6%+23.9pp | 60.3%+38.1pp |
| Annual return | 16.87% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,494 | $2,168-31.1% | $2,994-50.1% | $2,241-33.3% |
| Participant deferral / active EE | $3,914 | $3,814+2.6% | $4,953-21.0% | $3,767+3.9% |
| Admin fee / account holder | $391 | $3,792-89.7% | $11,989-96.7% | $2,969-86.8% |