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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,891 |
CK FINANCIAL LLC1 year Filed as: CK FINANCIAL Service code 27 289 UPPERMEADOW LANE · CHARLOTTE, VT 05445 | Advisory (Plan) | $13,466 |
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $6,375 |
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 | $16,031 | $46,173-65.3% | $170,442-90.6% | $69,631-77.0% |
| Participation rate | 96.8% | 63.9%+32.9pp | 83.6%+13.2pp | 70.7%+26.1pp |
| Annual return | 27.46% | 21.62%+5.8pp | 205.93%-178.5pp | 27571.02%-27543.6pp |
| Employer contribution / active EE | $1,418 | $1,610-11.9% | $5,433-73.9% | $2,032-30.2% |
| Participant deferral / active EE | $3,604 | $2,080+73.3% | $4,939-27.0% | $3,224+11.8% |
| Admin fee / account holder | $68 | $116-41.5% | $13,880-99.5% | $110-38.6% |