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 | $59,754 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLENTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,604 | $91,372-55.6% | $129,995-68.8% | $74,419-45.4% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.3pp |
| Annual return | 16.88% | 23.21%-6.3pp | -137.18%+154.1pp | 34.38%-17.5pp |
| Employer contribution / active EE | $871 | $2,563-66.0% | $4,320-79.8% | $2,637-67.0% |
| Participant deferral / active EE | $3,316 | $4,721-29.8% | $5,820-43.0% | $4,528-26.8% |
| Admin fee / account holder | $110 | $283-61.1% | $10,614-99.0% | $348-68.3% |