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 |
|---|---|---|
RKL LLP3 years Service code 10 · EIN 23-2108173 | Accounting | $10,200 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,351 |
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 | $200,724 | $55,449+262.0% | $83,848+139.4% | $56,287+256.6% |
| Participation rate | 93.0% | 68.0%+25.0pp | 76.1%+16.9pp | 69.9%+23.1pp |
| Annual return | -3.57% | -1.38%-2.2pp | 850.88%-854.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,960 | $2,430+104.1% | $3,631+36.6% | $2,111+135.0% |
| Participant deferral / active EE | $7,674 | $2,935+161.4% | $4,082+88.0% | $3,350+129.1% |
| Admin fee / account holder | $72 | $656-89.0% | $5,478-98.7% | $521-86.2% |