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 | $108,121 |
SAGEWORTH TRUST COMPANY6+ years Service code 16 · EIN 23-3089620 | Consulting | $5,000 |
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 | $93,093 | $91,517+1.7% | $101,248-8.1% | $73,409+26.8% |
| Participation rate | 85.9% | 73.8%+12.1pp | 75.8%+10.1pp | 72.2%+13.7pp |
| Annual return | 14.36% | 17.17%-2.8pp | 46.47%-32.1pp | 59.29%-44.9pp |
| Employer contribution / active EE | $8,710 | $2,877+202.8% | $3,660+138.0% | $2,234+289.9% |
| Participant deferral / active EE | $4,847 | $3,338+45.2% | $4,370+10.9% | $3,805+27.4% |
| Admin fee / account holder | $158 | $216-26.8% | $5,945-97.3% | $158+0.1% |