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 PRIVATE WEALTH SERVICES Service code 27 · EIN 27-3523207 | Advisory (Plan) | $10,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,520 |
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 | $212,881 | $81,474+161.3% | $133,956+58.9% | $73,488+189.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 13.37% | 19.40%-6.0pp | 45.09%-31.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $5,563 | $2,209+151.8% | $3,919+42.0% | $2,270+145.1% |
| Participant deferral / active EE | $7,609 | $3,786+101.0% | $5,048+50.7% | $3,740+103.5% |
| Admin fee / account holder | $158 | $713-77.8% | $8,927-98.2% | $513-69.1% |