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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,540 |
GRASSI & CO3+ years Filed as: GRASSI AND CO, CPAS, PC Service code 10 · EIN 11-3266576 | Accounting | $13,355 |
Service code 17 · EIN 04-2675571 | Pension Consulting | $6,057 |
THE DOMAN GROUP LLC1 year Service code 17 · EIN 45-4066895 | Pension Consulting | $6,057 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,656 | $80,753-18.7% | $136,294-51.8% | $62,292+5.4% |
| Participation rate | 98.9% | 73.5%+25.4pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 15.30% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $708 | $2,884-75.4% | $4,695-84.9% | $2,042-65.3% |
| Participant deferral / active EE | $7,277 | $5,164+40.9% | $6,247+16.5% | $3,169+129.6% |
| Admin fee / account holder | $209 | $525-60.2% | $9,243-97.7% | $479-56.4% |