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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $458,772 |
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 99 · EIN 35-0921680 | Other Fees | $30,879 |
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 | $199,473 | $82,546+141.6% | $140,016+42.5% | $75,289+164.9% |
| Participation rate | 97.3% | 88.4%+9.0pp | 87.5%+9.8pp | 72.4%+24.9pp |
| Annual return | -4.31% | -0.36%-3.9pp | 651.12%-655.4pp | -0.04%-4.3pp |
| Employer contribution / active EE | $0 | $3,856-100.0% | $5,606-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $10,964 | $5,731+91.3% | $6,927+58.3% | $3,739+193.3% |
| Admin fee / account holder | $162 | $86+88.9% | $10,705-98.5% | $102+58.3% |