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) | $45,000 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $25,685 |
Filed as: M2B RETIREMENT CONSULTING Service code 15 · EIN 81-3989034 | Recordkeeping | $8,022 |
GUTHRIE BELCZYK & ASSOCIATES6 years Service code 10 1024 ROUTE 519, STE 200 · EIGHTY FOUR, PA 15330 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,871 | $61,272+45.0% | $149,673-40.6% | $71,457+24.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.26% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,215 | $2,378-6.9% | $4,818-54.0% | $2,588-14.4% |
| Participant deferral / active EE | $4,653 | $2,917+59.5% | $5,680-18.1% | $4,289+8.5% |
| Admin fee / account holder | $225 | $1,261-82.2% | $13,210-98.3% | $1,587-85.9% |