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 FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $31,202 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,127 |
Service code 10 · EIN 56-1056216 | Accounting | $7,300 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,971 | $86,332-6.2% | $125,175-35.3% | $65,185+24.2% |
| Participation rate | 93.9% | 75.3%+18.6pp | 79.8%+14.1pp | 70.2%+23.7pp |
| Annual return | 22.93% | 27.43%-4.5pp | 43.79%-20.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $8,201 | $2,040+302.0% | $3,865+112.2% | $2,177+276.8% |
| Participant deferral / active EE | $5,966 | $3,537+68.7% | $4,937+20.8% | $3,514+69.8% |
| Admin fee / account holder | $276 | $609-54.8% | $9,702-97.2% | $847-67.5% |