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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,321 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,129 | $79,171-10.2% | $102,423-30.6% | $74,495-4.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.75% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $5,457 | $2,362+131.0% | $3,023+80.5% | $2,623+108.0% |
| Participant deferral / active EE | $3,211 | $4,415-27.3% | $5,053-36.5% | $4,346-26.1% |
| Admin fee / account holder | $258 | $2,001-87.1% | $9,451-97.3% | $1,942-86.7% |