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 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $25,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,302 | $122,239+3.3% | $184,200-31.4% | $74,546+69.4% |
| Participation rate | 94.0% | 85.5%+8.5pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 13.09% | 19.95%-6.9pp | 28.80%-15.7pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,736 | $4,537-61.7% | $6,424-73.0% | $2,624-33.9% |
| Participant deferral / active EE | $6,110 | $7,139-14.4% | $9,132-33.1% | $4,347+40.6% |
| Admin fee / account holder | $318 | $1,260-74.8% | $13,907-97.7% | $1,944-83.6% |