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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,156 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,503 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,355 | $84,936-25.4% | $111,297-43.1% | $79,386-20.2% |
| Participation rate | 98.4% | 75.9%+22.6pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | 11.14% | 17.45%-6.3pp | 54.65%-43.5pp | 116.85%-105.7pp |
| Employer contribution / active EE | $3,232 | $1,979+63.3% | $2,731+18.3% | $2,427+33.1% |
| Participant deferral / active EE | $2,741 | $3,888-29.5% | $4,487-38.9% | $4,046-32.2% |
| Admin fee / account holder | $252 | $537-53.0% | $7,964-96.8% | $626-59.7% |