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 LLC3 years Service code 27 · EIN 35-2312635 | Advisory (Plan) | $37,282 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,860 | $64,119+41.7% | $112,228-19.0% | $66,914+35.8% |
| Participation rate | 96.5% | 68.5%+28.0pp | 75.1%+21.4pp | 69.8%+26.7pp |
| Annual return | -13.18% | -13.81%+0.6pp | 27.45%-40.6pp | 1.58%-14.8pp |
| Employer contribution / active EE | $4,324 | $3,005+43.9% | $3,635+19.0% | $2,544+70.0% |
| Participant deferral / active EE | $7,043 | $3,693+90.7% | $4,728+49.0% | $4,237+66.2% |
| Admin fee / account holder | $273 | $625-56.4% | $6,410-95.7% | $593-54.0% |