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.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,750 |
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $11,200 |
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 | $211,591 | $58,726+260.3% | $92,233+129.4% | $62,292+239.7% |
| Participation rate | 91.2% | 68.3%+22.9pp | 76.5%+14.8pp | 69.5%+21.7pp |
| Annual return | 14.93% | 43.62%-28.7pp | 176.28%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $5,151 | $2,392+115.4% | $3,679+40.0% | $2,042+152.2% |
| Participant deferral / active EE | $7,977 | $2,766+188.4% | $3,897+104.7% | $3,169+151.7% |
| Admin fee / account holder | $86 | $556-84.5% | $5,194-98.3% | $479-82.0% |