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 |
|---|---|---|
Service code 27 60 S 6TH ST, MAILSTOP P09 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $33,750 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $20,247 |
Filed as: M2B RETIREMENT CONSULTING Service code 15 · EIN 81-3989034 | Recordkeeping | $7,004 |
GUTHRIE BELCZYK & ASSOCIATES3 years Service code 10 1024 ROUTE 519, STE 200 · EIGHTY FOUR, PA 15330 | Accounting | $2,700 |
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 | $84,149 | $58,879+42.9% | $178,490-52.9% | $73,488+14.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.31% | 24.86%-7.6pp | 151.07%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,844 | $2,236-17.5% | $5,011-63.2% | $2,270-18.8% |
| Participant deferral / active EE | $3,540 | $2,567+37.9% | $5,202-31.9% | $3,740-5.3% |
| Admin fee / account holder | $181 | $400-54.7% | $13,984-98.7% | $513-64.7% |