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) | $15,490 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,229 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,714 | $43,133+96.4% | $89,391-5.2% | $73,488+15.3% |
| Participation rate | 80.5% | 55.0%+25.5pp | 68.0%+12.5pp | 70.7%+9.8pp |
| Annual return | 18.36% | 135.66%-117.3pp | 245.62%-227.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $4,038 | $1,438+180.9% | $2,586+56.2% | $2,270+77.9% |
| Participant deferral / active EE | $9,146 | $2,445+274.1% | $3,890+135.1% | $3,740+144.6% |
| Admin fee / account holder | $159 | $444-64.1% | $4,881-96.7% | $513-68.9% |