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 6-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, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $28,511 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $14,235 |
PREFERRED PENSIONS LLC4+ years Service code 13 · EIN 22-3320696 | Contract Administrator | $12,475 |
WILLIAMS BENATOR & LIBBY2 years Service code 10 1040 CROWNE POINTE PARKWAY, NE · ATLANTA, GA 30338 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,681 | $49,451+22.7% | $79,550-23.7% | $66,914-9.3% |
| Participation rate | 79.5% | 61.3%+18.2pp | 69.5%+10.0pp | 69.8%+9.7pp |
| Annual return | -15.81% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,580 | $1,266+182.9% | $2,413+48.4% | $2,544+40.7% |
| Participant deferral / active EE | $9,705 | $3,159+207.3% | $3,985+143.5% | $4,237+129.1% |
| Admin fee / account holder | $370 | $595-37.8% | $6,832-94.6% | $593-37.6% |