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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,963 |
BOHLIN CYWINSKI JACKSON1 year Filed as: BOHLIN CWWINSKI JACKSON Service code 10 · EIN 23-2034089 | Accounting | $13,700 |
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 | $207,696 | $99,957+107.8% | $149,696+38.7% | $73,488+182.6% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 16.44% | 53.87%-37.4pp | 276.60%-260.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,511 | $3,191-52.7% | $4,644-67.5% | $2,270-33.5% |
| Participant deferral / active EE | $9,272 | $6,073+52.7% | $6,842+35.5% | $3,740+148.0% |
| Admin fee / account holder | $109 | $551-80.2% | $9,309-98.8% | $513-78.8% |