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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,952 |
MCSOLEY MCCOY & CO6 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · S. BURLINGTON, VT 05403 | Accounting | $7,500 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,296 | $82,664+57.6% | $125,339+4.0% | $68,494+90.2% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $12,792 | $3,381+278.4% | $4,814+165.8% | $2,596+392.7% |
| Participant deferral / active EE | $11,698 | $6,110+91.4% | $7,446+57.1% | $4,027+190.5% |
| Admin fee / account holder | $269 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |