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 ADVISORY SERVICES, LLC Service code 26 · EIN 47-1566880 5707 SOUTHWEST PARKWAY BLDG 2 · AUSTIN, TX 78735 | Advisory (Participants) | $18,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VANTAGEN, LLC Service code 17 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Pension Consulting | $5,788 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 13 3500 WISEMAN BLVD. · SAN ANTONIO, TX 782514321 | Contract Administrator | $425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,395 | $65,246+70.7% | $98,716+12.8% | $67,986+63.9% |
| Participation rate | 80.4% | 51.4%+29.0pp | 69.3%+11.1pp | 57.2%+23.2pp |
| Annual return | 17.82% | 20.58%-2.8pp | 31.81%-14.0pp | 31.67%-13.8pp |
| Employer contribution / active EE | $2,154 | $1,042+106.7% | $2,279-5.5% | $2,019+6.7% |
| Participant deferral / active EE | $5,750 | $2,594+121.6% | $4,048+42.1% | $3,358+71.2% |
| Admin fee / account holder | $177 | $4,561-96.1% | $8,703-98.0% | $3,203-94.5% |