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 ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,739 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,274 |
Service code 29 · EIN 56-1056216 | Legal | $7,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,072 | $86,655-6.4% | $119,609-32.2% | $66,914+21.2% |
| Participation rate | 93.4% | 75.6%+17.8pp | 79.3%+14.1pp | 69.8%+23.6pp |
| Annual return | -15.10% | -8.00%-7.1pp | -14.97%-0.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,628 | $4,358+52.1% | $5,602+18.3% | $4,237+56.4% |
| Admin fee / account holder | $311 | $755-58.7% | $10,323-97.0% | $593-47.5% |