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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,348 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,531 | $108,549-41.5% | $156,263-59.3% | $85,563-25.7% |
| Participation rate | 95.6% | 77.1%+18.5pp | 78.9%+16.7pp | 66.0%+29.7pp |
| Annual return | 16.30% | 21.79%-5.5pp | 59.47%-43.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $977 | $2,690-63.7% | $4,333-77.5% | $2,654-63.2% |
| Participant deferral / active EE | $4,451 | $4,800-7.3% | $6,158-27.7% | $4,375+1.7% |
| Admin fee / account holder | $146 | $650-77.6% | $14,255-99.0% | $834-82.5% |