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 Service code 15 · EIN 23-1945930 | Recordkeeping | $12,637 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 16 · EIN 39-0859910 | Consulting | $12,600 |
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 | $149,999 | $80,753+85.7% | $136,294+10.1% | $62,292+140.8% |
| Participation rate | 98.8% | 73.5%+25.2pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 21.34% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,930 | $2,884-33.1% | $4,695-58.9% | $2,042-5.5% |
| Participant deferral / active EE | $8,468 | $5,164+64.0% | $6,247+35.6% | $3,169+167.2% |
| Admin fee / account holder | $96 | $525-81.7% | $9,243-99.0% | $479-80.0% |