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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,926 |
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 | $118,302 | $82,917+42.7% | $103,333+14.5% | $77,643+52.4% |
| Participation rate | 97.3% | 71.6%+25.7pp | 74.5%+22.8pp | 70.6%+26.7pp |
| Annual return | 13.08% | 19.13%-6.1pp | 24.88%-11.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,504 | $3,552-1.3% | $3,868-9.4% | $2,726+28.6% |
| Participant deferral / active EE | $10,441 | $4,108+154.1% | $5,057+106.5% | $4,647+124.7% |
| Admin fee / account holder | $152 | $638-76.1% | $8,355-98.2% | $430-64.6% |