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 8-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 |
|---|---|---|
EQUITY SERVICES INC2 years Filed as: EQUITY SERVICES INC. Service code 27 1 NATIONAL LIFE DR · MONTPELIER, VT 05604 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,954 |
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 | $91,009 | $66,302+37.3% | $110,238-17.4% | $56,287+61.7% |
| Participation rate | 90.0% | 74.9%+15.1pp | 79.8%+10.2pp | 69.9%+20.1pp |
| Annual return | -4.44% | -1.18%-3.3pp | 314.74%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,088 | $2,047-46.9% | $3,826-71.6% | $2,111-48.5% |
| Participant deferral / active EE | $6,952 | $3,381+105.6% | $4,672+48.8% | $3,350+107.5% |
| Admin fee / account holder | $169 | $698-75.9% | $8,547-98.0% | $521-67.6% |