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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,970 |
MESOLEY MCCOY & CO1 year Service code 10 118 TILLEY DR · SOUTH BURLINGTON, VT 05403 | Accounting | $6,650 |
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 | $106,723 | $89,355+19.4% | $141,162-24.4% | $72,985+46.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.06% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $16,286 | $3,114+422.9% | $4,735+244.0% | $2,440+567.5% |
| Participant deferral / active EE | $15,023 | $5,418+177.3% | $6,709+123.9% | $3,607+316.5% |
| Admin fee / account holder | $185 | $5,958-96.9% | $10,261-98.2% | $5,124-96.4% |