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) | $18,668 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,842 | $94,625-39.9% | $116,228-51.1% | $84,808-33.0% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 11.39% | 20.40%-9.0pp | 90.06%-78.7pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,198 | $2,347-6.3% | $2,994-26.6% | $2,631-16.4% |
| Participant deferral / active EE | $3,527 | $3,972-11.2% | $4,953-28.8% | $4,212-16.2% |
| Admin fee / account holder | $310 | $10,091-96.9% | $11,989-97.4% | $7,344-95.8% |