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 5-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 LLC5+ years Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $22,424 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,760 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,262 | $66,098-2.8% | $101,794-36.9% | $74,304-13.5% |
| Participation rate | 81.6% | 53.8%+27.9pp | 69.2%+12.4pp | 60.3%+21.3pp |
| Annual return | 23.03% | 19.59%+3.4pp | 30.53%-7.5pp | 29.43%-6.4pp |
| Employer contribution / active EE | $2,429 | $1,082+124.6% | $2,289+6.1% | $2,241+8.4% |
| Participant deferral / active EE | $5,727 | $2,781+105.9% | $4,084+40.2% | $3,767+52.0% |
| Admin fee / account holder | $182 | $4,146-95.6% | $8,777-97.9% | $2,969-93.9% |