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) | $36,602 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,131 |
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 | $95,671 | $81,474+17.4% | $133,956-28.6% | $73,488+30.2% |
| Participation rate | 96.1% | 76.4%+19.7pp | 79.8%+16.2pp | 70.7%+25.4pp |
| Annual return | 14.10% | 19.40%-5.3pp | 45.09%-31.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,828 | $2,209+118.5% | $3,919+23.2% | $2,270+112.7% |
| Participant deferral / active EE | $6,543 | $3,786+72.8% | $5,048+29.6% | $3,740+75.0% |
| Admin fee / account holder | $295 | $713-58.7% | $8,927-96.7% | $513-42.6% |