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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,832 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,738 | $66,310-34.0% | $93,606-53.3% | $65,185-32.9% |
| Participation rate | 65.5% | 74.0%-8.5pp | 75.8%-10.3pp | 70.2%-4.7pp |
| Annual return | 26.35% | 42.58%-16.2pp | 32.76%-6.4pp | 29.38%-3.0pp |
| Employer contribution / active EE | $2,096 | $2,012+4.2% | $2,718-22.9% | $2,177-3.7% |
| Participant deferral / active EE | $2,935 | $3,342-12.2% | $4,069-27.9% | $3,514-16.5% |
| Admin fee / account holder | $294 | $6,897-95.7% | $7,888-96.3% | $847-65.3% |