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 6-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $16,358 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,498 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,005 | $65,376-34.2% | $87,100-50.6% | $65,185-34.0% |
| Participation rate | 79.0% | 75.3%+3.7pp | 76.9%+2.2pp | 70.2%+8.8pp |
| Annual return | 22.02% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $367 | $1,822-79.9% | $2,521-85.5% | $2,177-83.2% |
| Participant deferral / active EE | $2,470 | $3,388-27.1% | $4,049-39.0% | $3,514-29.7% |
| Admin fee / account holder | $233 | $520-55.1% | $7,497-96.9% | $847-72.5% |