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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,264 |
EVERHART ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $11,980 |
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 | $12,255 | $44,960-72.7% | $84,966-85.6% | $74,495-83.5% |
| Participation rate | 76.8% | 49.4%+27.4pp | 67.5%+9.3pp | 67.2%+9.6pp |
| Annual return | 14.51% | 26.24%-11.7pp | 66.38%-51.9pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,129 | $1,457-22.5% | $2,727-58.6% | $2,623-56.9% |
| Participant deferral / active EE | $1,763 | $2,731-35.4% | $4,519-61.0% | $4,346-59.4% |
| Admin fee / account holder | $116 | $2,209-94.8% | $6,149-98.1% | $1,942-94.0% |