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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,453 |
MCSOLEY MCCOY & CO5 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · S. BURLINGTON, VT 05403 | Accounting | $7,100 |
DINSE P.C.1 year Service code 50 PO BOX 988 · BURLINGTON, VT 05402 | Direct Payment | $5,000 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,815 | $105,181+50.0% | $159,436-1.0% | $85,850+83.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.75% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $13,435 | $3,318+304.9% | $4,829+178.2% | $2,565+423.8% |
| Participant deferral / active EE | $11,906 | $5,945+100.3% | $7,352+61.9% | $3,952+201.3% |
| Admin fee / account holder | $297 | $6,933-95.7% | $10,799-97.3% | $6,260-95.3% |