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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,744 |
MCSOLEY MCCOY & CO4 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · S. BURLINGTON, VT 05403 | Accounting | $6,800 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $100 |
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 | $134,927 | $98,750+36.6% | $149,696-9.9% | $79,858+69.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.65% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $13,502 | $3,216+319.8% | $4,644+190.7% | $2,471+446.5% |
| Participant deferral / active EE | $11,511 | $5,680+102.7% | $6,842+68.3% | $3,740+207.8% |
| Admin fee / account holder | $214 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |