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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,309 |
ASCENSUS LLC1 year Filed as: KRAVITZ LLC C/O ASCENSUS HOLDINGS Service code 99 · EIN 82-3719843 | Other Fees | $13,181 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $811 |
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 | $43,855 | $73,404-40.3% | $87,100-49.6% | $67,579-35.1% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.9%+19.0pp | 71.3%+24.6pp |
| Annual return | 23.04% | 48.29%-25.3pp | 28.19%-5.2pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,626 | $2,014-19.3% | $2,521-35.5% | $2,148-24.3% |
| Participant deferral / active EE | $4,196 | $3,913+7.2% | $4,049+3.6% | $3,539+18.6% |
| Admin fee / account holder | $124 | $142-12.7% | $7,497-98.4% | $142-13.1% |