See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,441 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,894 | $92,971+4.2% | $96,683+0.2% | $74,419+30.2% |
| Participation rate | 97.7% | 71.5%+26.1pp | 74.3%+23.3pp | 70.7%+27.0pp |
| Annual return | 18.46% | 37.49%-19.0pp | 35.69%-17.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $3,148 | $3,426-8.1% | $3,737-15.8% | $2,637+19.4% |
| Participant deferral / active EE | $9,176 | $3,970+131.1% | $4,878+88.1% | $4,528+102.6% |
| Admin fee / account holder | $140 | $633-77.8% | $6,730-97.9% | $348-59.6% |