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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,823 |
MCSOLEY MCCOY & CO8 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · S. BURLINGTON, VT 05403 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,350 | $102,317+72.4% | $146,958+20.0% | $80,856+118.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.41% | 134.76%-122.4pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $13,029 | $3,713+250.9% | $4,933+164.1% | $2,755+373.0% |
| Participant deferral / active EE | $12,121 | $6,644+82.4% | $8,070+50.2% | $4,296+182.2% |
| Admin fee / account holder | $287 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |