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 INC3 years Filed as: EQUITY SERVICES INC. Service code 27 1 NATIONAL LIFE DR · MONTPELIER, VT 05604 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,396 |
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 | $109,764 | $86,332+27.1% | $125,175-12.3% | $65,185+68.4% |
| Participation rate | 85.7% | 75.3%+10.4pp | 79.8%+5.9pp | 70.2%+15.5pp |
| Annual return | 23.24% | 27.43%-4.2pp | 43.79%-20.6pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,004 | $2,040-50.8% | $3,865-74.0% | $2,177-53.9% |
| Participant deferral / active EE | $6,644 | $3,537+87.8% | $4,937+34.6% | $3,514+89.1% |
| Admin fee / account holder | $181 | $609-70.2% | $9,702-98.1% | $847-78.6% |