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 8-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 LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $13,463 |
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $8,466 |
Filed as: BOON INVESTMENT GROUP INC Service code 28 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Investment Management | $7,193 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $5,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $12,623 | $66,601-81.0% | $92,893-86.4% | $67,579-81.3% |
| Participation rate | 19.7% | 72.5%-52.8pp | 76.0%-56.3pp | 71.3%-51.6pp |
| Annual return | 17.98% | 92.58%-74.6pp | 109.41%-91.4pp | 378.56%-360.6pp |
| Employer contribution / active EE | $724 | $2,775-73.9% | $3,653-80.2% | $2,148-66.3% |
| Participant deferral / active EE | $94 | $3,157-97.0% | $4,236-97.8% | $3,539-97.4% |
| Admin fee / account holder | $89 | $199-55.5% | $5,794-98.5% | $142-37.8% |