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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,053 |
LPL FINANCIAL2 years Service code 16 · EIN 04-3046611 | Consulting | $38,000 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $9,375 |
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 | $33,384 | $69,159-51.7% | $125,175-73.3% | $67,579-50.6% |
| Participation rate | 91.3% | 78.2%+13.1pp | 79.8%+11.5pp | 71.3%+20.0pp |
| Annual return | 19.90% | 27.12%-7.2pp | 43.79%-23.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $863 | $2,023-57.4% | $3,865-77.7% | $2,148-59.8% |
| Participant deferral / active EE | $3,127 | $3,700-15.5% | $4,937-36.7% | $3,539-11.7% |
| Admin fee / account holder | $135 | $142-4.7% | $9,702-98.6% | $142-5.0% |