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) | $36,150 |
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $15,844 |
PREFERRED PENSIONS LLC6+ years Service code 13 · EIN 22-3320696 | Contract Administrator | $12,712 |
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 | $81,631 | $59,417+37.4% | $93,606-12.8% | $74,495+9.6% |
| Participation rate | 72.8% | 59.7%+13.1pp | 68.7%+4.1pp | 67.2%+5.6pp |
| Annual return | 22.08% | 81.83%-59.8pp | 133.20%-111.1pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $4,280 | $1,264+238.7% | $2,420+76.9% | $2,623+63.2% |
| Participant deferral / active EE | $9,824 | $3,050+222.1% | $4,411+122.7% | $4,346+126.1% |
| Admin fee / account holder | $328 | $3,021-89.1% | $8,285-96.0% | $1,942-83.1% |