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 INVESTMENT SERVICES LLC. Service code 27 233 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $23,218 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,830 | $61,272+40.1% | $149,673-42.7% | $71,457+20.1% |
| Participation rate | 96.9% | 62.5%+34.3pp | 78.8%+18.1pp | 67.9%+28.9pp |
| Annual return | 22.90% | 35.85%-12.9pp | 134.42%-111.5pp | 28.85%-5.9pp |
| Employer contribution / active EE | $7,064 | $2,378+197.0% | $4,818+46.6% | $2,588+173.0% |
| Participant deferral / active EE | $5,566 | $2,917+90.8% | $5,680-2.0% | $4,289+29.8% |
| Admin fee / account holder | $220 | $1,261-82.6% | $13,210-98.3% | $1,587-86.2% |