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) | $40,524 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,290 |
Service code 10 · EIN 56-1056216 | Accounting | $7,525 |
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 | $99,107 | $82,978+19.4% | $129,995-23.8% | $71,457+38.7% |
| Participation rate | 96.9% | 74.1%+22.8pp | 78.5%+18.4pp | 67.9%+28.9pp |
| Annual return | 17.44% | 20.60%-3.2pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $10,167 | $2,622+287.8% | $4,320+135.4% | $2,588+292.9% |
| Participant deferral / active EE | $7,059 | $4,432+59.3% | $5,820+21.3% | $4,289+64.6% |
| Admin fee / account holder | $299 | $1,729-82.7% | $10,614-97.2% | $1,587-81.1% |