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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $23,507 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,299 |
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 | $71,115 | $80,753-11.9% | $136,294-47.8% | $62,292+14.2% |
| Participation rate | 97.0% | 73.5%+23.5pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 22.59% | 35.83%-13.2pp | 5155.94%-5133.3pp | 28.90%-6.3pp |
| Employer contribution / active EE | $3,047 | $2,884+5.7% | $4,695-35.1% | $2,042+49.2% |
| Participant deferral / active EE | $7,021 | $5,164+36.0% | $6,247+12.4% | $3,169+121.5% |
| Admin fee / account holder | $128 | $525-75.6% | $9,243-98.6% | $479-73.3% |