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) | $9,153 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,855 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,846 | $71,192-86.2% | $117,854-91.6% | $62,292-84.2% |
| Participation rate | 87.8% | 74.2%+13.5pp | 79.7%+8.1pp | 69.5%+18.3pp |
| Annual return | 16.81% | 18.66%-1.8pp | 335.08%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $307 | $1,934-84.1% | $3,786-91.9% | $2,042-85.0% |
| Participant deferral / active EE | $2,046 | $3,189-35.8% | $4,482-54.3% | $3,169-35.4% |
| Admin fee / account holder | $66 | $587-88.7% | $8,020-99.2% | $479-86.1% |