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 | $15,229 |
HOOKER & HOLCOMBE, INC.9+ years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $14,147 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,662 | $82,978+38.2% | $129,995-11.8% | $71,457+60.5% |
| Participation rate | 75.4% | 74.1%+1.3pp | 78.5%-3.1pp | 67.9%+7.5pp |
| Annual return | 17.97% | 20.60%-2.6pp | -137.18%+155.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,137 | $2,622-18.5% | $4,320-50.5% | $2,588-17.4% |
| Participant deferral / active EE | $3,553 | $4,432-19.8% | $5,820-39.0% | $4,289-17.2% |
| Admin fee / account holder | $285 | $1,729-83.5% | $10,614-97.3% | $1,587-82.0% |