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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,163 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,843 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,158 | $71,516-34.1% | $98,439-52.1% | $71,457-34.0% |
| Participation rate | 75.7% | 72.7%+3.0pp | 75.2%+0.5pp | 67.9%+7.7pp |
| Annual return | 19.85% | 32.41%-12.6pp | 21.16%-1.3pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,691 | $2,399-29.5% | $3,048-44.5% | $2,588-34.6% |
| Participant deferral / active EE | $2,268 | $4,109-44.8% | $4,738-52.1% | $4,289-47.1% |
| Admin fee / account holder | $258 | $1,675-84.6% | $8,948-97.1% | $1,587-83.8% |