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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $15,216 |
RKL LLP4 years Service code 10 · EIN 23-2108173 | Accounting | $14,750 |
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 | $229,619 | $63,114+263.8% | $92,893+147.2% | $65,185+252.3% |
| Participation rate | 93.8% | 68.8%+25.0pp | 76.0%+17.8pp | 70.2%+23.6pp |
| Annual return | 22.56% | 28.75%-6.2pp | 109.41%-86.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,920 | $2,571+91.4% | $3,653+34.7% | $2,177+126.0% |
| Participant deferral / active EE | $7,749 | $3,108+149.3% | $4,236+82.9% | $3,514+120.5% |
| Admin fee / account holder | $110 | $624-82.4% | $5,794-98.1% | $847-87.0% |