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 |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $34,536 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 26 · EIN 06-1504963 | Advisory (Participants) | $360 |
THE VANGUARD GROUP, INC.1 year Service code 26 · EIN 23-1945930 | Advisory (Participants) | $325 |
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 | $124,829 | $59,186+110.9% | $76,768+62.6% | $56,287+121.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 7.89% | 6.62%+1.3pp | 2.43%+5.5pp | -9.96%+17.9pp |
| Employer contribution / active EE | $5,783 | $1,759+228.9% | $2,485+132.7% | $2,111+174.0% |
| Participant deferral / active EE | $10,039 | $3,255+208.4% | $3,852+160.7% | $3,350+199.7% |
| Admin fee / account holder | $157 | $489-67.9% | $6,675-97.6% | $521-69.8% |