See peer percentile detail. $4.99 for your first month.
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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 | $10,875 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,208 | $82,917-32.2% | $103,333-45.6% | $77,643-27.6% |
| Participation rate | 27.8% | 71.6%-43.7pp | 74.5%-46.7pp | 70.6%-42.8pp |
| Annual return | 20.56% | 19.13%+1.4pp | 24.88%-4.3pp | 31.24%-10.7pp |
| Employer contribution / active EE | $1,282 | $3,552-63.9% | $3,868-66.9% | $2,726-53.0% |
| Participant deferral / active EE | $2,173 | $4,108-47.1% | $5,057-57.0% | $4,647-53.2% |
| Admin fee / account holder | $104 | $638-83.6% | $8,355-98.8% | $430-75.7% |