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 | $44,984-72.8% | $85,009-85.6% | $74,546-83.6% |
| Participation rate | 76.8% | 49.4%+27.4pp | 67.5%+9.3pp | 67.2%+9.6pp |
| Annual return | 14.51% | 26.25%-11.7pp | 66.47%-52.0pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $1,129 | $1,458-22.5% | $2,728-58.6% | $2,624-57.0% |
| Participant deferral / active EE | $1,763 | $2,733-35.5% | $4,522-61.0% | $4,347-59.4% |
| Admin fee / account holder | $116 | $2,208-94.7% | $6,153-98.1% | $1,944-94.0% |