See peer percentile detail. $4.99 for your first month.
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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 | $11,578 |
Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $9,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,099 | $59,535-47.8% | $90,160-65.5% | $62,292-50.1% |
| Participation rate | 56.4% | 73.0%-16.6pp | 76.9%-20.4pp | 69.5%-13.1pp |
| Annual return | 23.33% | 23.53%-0.2pp | 34.88%-11.6pp | 28.90%-5.6pp |
| Employer contribution / active EE | $1,120 | $1,826-38.7% | $3,318-66.3% | $2,042-45.2% |
| Participant deferral / active EE | $3,174 | $4,639-31.6% | $5,288-40.0% | $3,169+0.2% |
| Admin fee / account holder | $213 | $337-36.8% | $5,943-96.4% | $479-55.6% |