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, LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $12,872 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $7,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,897 | $64,119-44.0% | $112,228-68.0% | $66,914-46.4% |
| Participation rate | 34.9% | 68.5%-33.6pp | 75.1%-40.2pp | 69.8%-34.9pp |
| Annual return | -19.12% | -13.81%-5.3pp | 27.45%-46.6pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,187 | $3,005-60.5% | $3,635-67.3% | $2,544-53.3% |
| Participant deferral / active EE | $2,207 | $3,693-40.2% | $4,728-53.3% | $4,237-47.9% |
| Admin fee / account holder | $274 | $625-56.1% | $6,410-95.7% | $593-53.7% |