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 | $66,098+68.5% | $101,794+9.4% | $74,304+49.9% |
| Participation rate | 80.4% | 53.8%+26.7pp | 69.2%+11.2pp | 60.3%+20.1pp |
| Annual return | 17.82% | 19.59%-1.8pp | 30.53%-12.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,154 | $1,082+99.1% | $2,289-5.9% | $2,241-3.9% |
| Participant deferral / active EE | $5,750 | $2,781+106.8% | $4,084+40.8% | $3,767+52.6% |
| Admin fee / account holder | $177 | $4,146-95.7% | $8,777-98.0% | $2,969-94.0% |