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 |
|---|---|---|
Service code 16 · EIN 13-2638166 | Consulting | $36,003 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,673 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,642 |
Filed as: BRADY WARE & SCHOEN FELD INC Service code 14 · EIN 35-1476702 | Plan Administrator | $15,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,400 | $72,254+58.3% | $86,677+32.0% | $64,808+76.5% |
| Participation rate | 93.4% | 80.4%+12.9pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -15.32% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,236 | $2,393-6.6% | $2,836-21.2% | $2,506-10.8% |
| Participant deferral / active EE | $5,832 | $4,658+25.2% | $4,656+25.3% | $4,310+35.3% |
| Admin fee / account holder | $133 | $174-23.3% | $7,493-98.2% | $188-29.0% |