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 INC4 years Filed as: EQUITY SERVICES INC. Service code 27 1 NATIONAL LIFE DR · MONTPELIER, VT 05604 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,636 |
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 | $121,748 | $81,474+49.4% | $133,956-9.1% | $73,488+65.7% |
| Participation rate | 82.7% | 76.4%+6.3pp | 79.8%+2.8pp | 70.7%+12.0pp |
| Annual return | 16.48% | 19.40%-2.9pp | 45.09%-28.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $991 | $2,209-55.1% | $3,919-74.7% | $2,270-56.3% |
| Participant deferral / active EE | $6,797 | $3,786+79.5% | $5,048+34.7% | $3,740+81.8% |
| Admin fee / account holder | $184 | $713-74.2% | $8,927-97.9% | $513-64.2% |