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.4 years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $34,576 |
TONNESON & COMPANY, PC6 years Filed as: TONNESON + CO., PC Service code 10 · EIN 04-2943536 | Accounting | $21,840 |
SEY FARTH SHAW LLP9 years Service code 29 · EIN 25-1838406 | Legal | $13,018 |
STANDARD RETIREMENT SERVICES10+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $10,512 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $6,431 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 3.86% | 6.45%-2.6pp | 8.58%-4.7pp | 7.65%-3.8pp |
| Employer contribution / active EE | $6,170 | $20,590-70.0% | $33,018-81.3% | $20,599-70.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |