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 PWS Service code 27 · EIN 27-3523207 | Advisory (Plan) | $12,500 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,725 |
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 | $163,280 | $86,655+88.4% | $119,609+36.5% | $66,914+144.0% |
| Participation rate | 96.9% | 75.6%+21.4pp | 79.3%+17.7pp | 69.8%+27.1pp |
| Annual return | -14.94% | -8.00%-6.9pp | -14.97%0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $5,445 | $2,536+114.7% | $4,232+28.7% | $2,544+114.0% |
| Participant deferral / active EE | $8,768 | $4,358+101.2% | $5,602+56.5% | $4,237+107.0% |
| Admin fee / account holder | $160 | $755-78.8% | $10,323-98.4% | $593-73.0% |