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) | $23,724 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,968 |
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 | $53,914 | $33,067+63.0% | $76,523-29.5% | $56,287-4.2% |
| Participation rate | 73.8% | 55.4%+18.4pp | 68.0%+5.8pp | 69.9%+3.9pp |
| Annual return | -6.19% | 2.72%-8.9pp | -0.27%-5.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $3,696 | $1,200+207.9% | $2,647+39.6% | $2,111+75.1% |
| Participant deferral / active EE | $8,007 | $2,240+257.5% | $3,835+108.8% | $3,350+139.0% |
| Admin fee / account holder | $227 | $537-57.7% | $4,848-95.3% | $521-56.4% |