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 Service code 15 · EIN 23-1945930 | Recordkeeping | $22,231 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,625 |
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 | $155,444 | $98,982+57.0% | $162,163-4.1% | $65,185+138.5% |
| Participation rate | 99.3% | 85.8%+13.5pp | 87.6%+11.8pp | 70.2%+29.1pp |
| Annual return | 21.99% | 24.84%-2.8pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,695 | $3,467+6.6% | $5,614-34.2% | $2,177+69.8% |
| Participant deferral / active EE | $6,510 | $5,384+20.9% | $7,298-10.8% | $3,514+85.3% |
| Admin fee / account holder | $142 | $596-76.2% | $10,843-98.7% | $847-83.3% |