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. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,224 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,285 | $100,923+16.2% | $150,045-21.8% | $74,304+57.8% |
| Participation rate | 99.0% | 70.1%+29.0pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 15.99% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,021 | $3,463+45.0% | $4,693+7.0% | $2,241+124.0% |
| Participant deferral / active EE | $10,097 | $6,709+50.5% | $7,997+26.3% | $3,767+168.0% |
| Admin fee / account holder | $267 | $2,767-90.3% | $13,435-98.0% | $2,969-91.0% |