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 |
|---|---|---|
MATISSE CAPITAL2 years Service code 16 · EIN 27-5035231 | Consulting | $141,437 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,792 |
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 | $57,999 | $73,125-20.7% | $125,175-53.7% | $77,787-25.4% |
| Participation rate | 97.9% | 79.4%+18.5pp | 79.8%+18.2pp | 73.2%+24.7pp |
| Annual return | 21.49% | 24.71%-3.2pp | 43.79%-22.3pp | 32.57%-11.1pp |
| Employer contribution / active EE | $1,912 | $2,413-20.8% | $3,865-50.5% | $2,504-23.7% |
| Participant deferral / active EE | $3,428 | $3,966-13.6% | $4,937-30.6% | $3,967-13.6% |
| Admin fee / account holder | $73 | $89-18.5% | $9,702-99.2% | $100-27.2% |