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.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,805 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $9,750 |
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 | $202,996 | $52,884+283.9% | $84,750+139.5% | $55,167+268.0% |
| Participation rate | 94.0% | 67.5%+26.5pp | 76.6%+17.4pp | 69.0%+25.0pp |
| Annual return | 9.40% | 18.03%-8.6pp | 22.78%-13.4pp | 169.23%-159.8pp |
| Employer contribution / active EE | $4,981 | $2,233+123.0% | $3,574+39.4% | $1,963+153.8% |
| Participant deferral / active EE | $7,569 | $2,644+186.3% | $3,712+103.9% | $3,054+147.8% |
| Admin fee / account holder | $82 | $581-85.9% | $5,332-98.5% | $504-83.7% |