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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,544 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,611 | $87,168-30.5% | $98,907-38.7% | - |
| Participation rate | 59.6% | 73.1%-13.5pp | 76.0%-16.4pp | - |
| Annual return | 20.32% | 9.75%+10.6pp | 196.43%-176.1pp | - |
| Employer contribution / active EE | $1,938 | $2,509-22.8% | $2,689-27.9% | - |
| Participant deferral / active EE | $3,162 | $3,188-0.8% | $4,244-25.5% | - |
| Admin fee / account holder | $285 | $3,143-90.9% | $6,642-95.7% | - |