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) | $12,499 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,304 |
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 | $179,207 | $82,978+116.0% | $129,995+37.9% | $71,457+150.8% |
| Participation rate | 99.2% | 74.1%+25.2pp | 78.5%+20.7pp | 67.9%+31.3pp |
| Annual return | 19.26% | 20.60%-1.3pp | -137.18%+156.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $5,390 | $2,622+105.6% | $4,320+24.8% | $2,588+108.3% |
| Participant deferral / active EE | $9,123 | $4,432+105.9% | $5,820+56.7% | $4,289+112.7% |
| Admin fee / account holder | $153 | $1,729-91.2% | $10,614-98.6% | $1,587-90.4% |