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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,669 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $6,235 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS LLC. Service code 27 · EIN 36-4500709 | Advisory (Plan) | $5,640 |
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 | $112,613 | $58,655+92.0% | $91,989+22.4% | $65,185+72.8% |
| Participation rate | 95.2% | 75.3%+19.9pp | 78.6%+16.6pp | 70.2%+25.0pp |
| Annual return | 22.29% | 33.92%-11.6pp | 69.02%-46.7pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,695 | $2,080-18.5% | $3,452-50.9% | $2,177-22.1% |
| Participant deferral / active EE | $8,439 | $5,474+54.2% | $5,923+42.5% | $3,514+140.2% |
| Admin fee / account holder | $144 | $434-66.8% | $7,743-98.1% | $847-83.0% |