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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,271 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY WARE & SCHONFIELD Service code 99 · EIN 35-1476702 | Other Fees | $14,130 |
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 | $122,821 | $73,404+67.3% | $87,100+41.0% | $67,579+81.7% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.9%+19.0pp | 71.3%+24.6pp |
| Annual return | 19.50% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.1pp |
| Employer contribution / active EE | $2,008 | $2,014-0.3% | $2,521-20.3% | $2,148-6.5% |
| Participant deferral / active EE | $5,386 | $3,913+37.7% | $4,049+33.0% | $3,539+52.2% |
| Admin fee / account holder | $86 | $142-39.6% | $7,497-98.9% | $142-39.9% |