Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $16,020 |
STOKES FAMILY OFFICE LLC1 year Filed as: STOKES FAMILY OFFICE Service code 27 · EIN 83-3656874 | Advisory (Plan) | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,327 | $47,479-2.4% | $62,929-26.4% | $82,448-43.8% |
| Participation rate | 97.4% | 66.9%+30.6pp | 73.1%+24.3pp | 68.1%+29.4pp |
| Annual return | 16.75% | 20.34%-3.6pp | 1063.93%-1047.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,770 | $1,885-6.1% | $2,505-29.3% | $2,551-30.6% |
| Participant deferral / active EE | $7,998 | $2,870+178.6% | $3,888+105.7% | $4,139+93.2% |
| Admin fee / account holder | $203 | $3,804-94.7% | $5,065-96.0% | $7,234-97.2% |