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) | $19,290 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,587 | $84,556-22.4% | $116,228-43.6% | $74,304-11.7% |
| Participation rate | 67.2% | 66.0%+1.1pp | 74.6%-7.4pp | 60.3%+6.8pp |
| Annual return | 16.37% | 18.35%-2.0pp | 90.06%-73.7pp | 29.43%-13.1pp |
| Employer contribution / active EE | $608 | $2,168-72.0% | $2,994-79.7% | $2,241-72.9% |
| Participant deferral / active EE | $3,703 | $3,814-2.9% | $4,953-25.2% | $3,767-1.7% |
| Admin fee / account holder | $221 | $3,792-94.2% | $11,989-98.2% | $2,969-92.6% |