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 7-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,938 |
RVK, INC.1+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $18,500 |
DELAP LLP1+ years Service code 16 · EIN 93-0418710 | Consulting | $16,500 |
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 | $222,890 | $62,267+258.0% | $110,238+102.2% | $55,725+300.0% |
| Participation rate | 98.3% | 78.1%+20.2pp | 79.8%+18.5pp | 70.9%+27.5pp |
| Annual return | 22.99% | -1.07%+24.1pp | 314.74%-291.8pp | 244.93%-221.9pp |
| Employer contribution / active EE | $4,126 | $1,941+112.5% | $3,826+7.8% | $2,078+98.6% |
| Participant deferral / active EE | $11,018 | $3,516+213.4% | $4,672+135.8% | $3,356+228.4% |
| Admin fee / account holder | $205 | $121+69.8% | $8,547-97.6% | $115+78.2% |