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.2 years Filed as: VANGAURD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $5,935 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $304 |
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 | $49,380 | $49,227+0.3% | $70,449-29.9% | $79,858-38.2% |
| Participation rate | 97.5% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.9pp |
| Annual return | 12.49% | 30.06%-17.6pp | 109.03%-96.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,552 | $2,099-26.0% | $2,737-43.3% | $2,471-37.2% |
| Participant deferral / active EE | $3,220 | $2,768+16.3% | $3,709-13.2% | $3,740-13.9% |
| Admin fee / account holder | $40 | $2,878-98.6% | $3,845-99.0% | $5,306-99.3% |