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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,178 |
Filed as: KESTRA PWS Service code 27 · EIN 27-3523207 | Advisory (Plan) | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,794 | $93,182+143.4% | $146,665+54.6% | $79,386+185.7% |
| Participation rate | 96.7% | 76.4%+20.2pp | 80.1%+16.6pp | 70.7%+26.0pp |
| Annual return | 16.02% | 21.61%-5.6pp | 22.74%-6.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $5,608 | $2,420+131.8% | $4,136+35.6% | $2,427+131.0% |
| Participant deferral / active EE | $9,118 | $4,169+118.7% | $5,506+65.6% | $4,046+125.4% |
| Admin fee / account holder | $154 | $585-73.7% | $10,280-98.5% | $626-75.4% |