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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,012 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,117 |
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 | $94,479 | $47,977+96.9% | $154,107-38.7% | $56,287+67.9% |
| Participation rate | 98.9% | 66.2%+32.7pp | 83.0%+15.8pp | 69.9%+29.0pp |
| Annual return | -4.31% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.6pp |
| Employer contribution / active EE | $5,753 | $2,169+165.3% | $5,298+8.6% | $2,111+172.5% |
| Participant deferral / active EE | $5,201 | $2,392+117.5% | $5,081+2.4% | $3,350+55.3% |
| Admin fee / account holder | $70 | $438-84.0% | $13,411-99.5% | $521-86.6% |