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 |
|---|---|---|
IFS ADVISORY LLC1 year Service code 27 · EIN 35-2312635 | Advisory (Plan) | $29,091 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,300 |
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 | $113,488 | $72,277+57.0% | $101,248+12.1% | $79,858+42.1% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 13.15% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,603 | $2,692+33.9% | $3,660-1.5% | $2,471+45.8% |
| Participant deferral / active EE | $5,524 | $3,282+68.3% | $4,370+26.4% | $3,740+47.7% |
| Admin fee / account holder | $275 | $4,400-93.7% | $5,945-95.4% | $5,306-94.8% |