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) | $16,506 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,810 | $50,666-33.3% | $76,817-56.0% | $65,185-48.1% |
| Participation rate | 65.8% | 68.8%-3.0pp | 72.1%-6.2pp | 70.2%-4.4pp |
| Annual return | 19.97% | 28.51%-8.5pp | 1166.11%-1146.1pp | 29.38%-9.4pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,251 | $2,647-52.7% | $3,336-62.5% | $3,514-64.4% |
| Admin fee / account holder | $252 | $463-45.6% | $6,420-96.1% | $847-70.3% |