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 Service code 15 · EIN 23-1945930 | Recordkeeping | $11,617 |
Filed as: CHIAMPOU TRAVIS BESAW AND KERSHNER Service code 10 · EIN 16-1468002 | Accounting | $8,500 |
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 | $102,704 | $78,422+31.0% | $95,952+7.0% | $79,858+28.6% |
| Participation rate | 91.5% | 73.5%+18.1pp | 77.1%+14.5pp | 69.6%+21.9pp |
| Annual return | 13.44% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,529 | $1,945+235.7% | $2,541+156.9% | $2,471+164.2% |
| Participant deferral / active EE | $1,971 | $3,440-42.7% | $4,167-52.7% | $3,740-47.3% |
| Admin fee / account holder | $165 | $5,622-97.1% | $6,795-97.6% | $5,306-96.9% |