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 |
|---|---|---|
INDIE ASSET PARTNERS3+ years Service code 22 · EIN 27-2281973 | Insurance Broker | $54,034 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,589 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,180 | $206,359-51.0% | $123,544-18.1% | - |
| Participation rate | 99.6% | 72.1%+27.5pp | 82.3%+17.3pp | - |
| Annual return | -5.63% | -5.77%+0.1pp | 119.20%-124.8pp | - |
| Employer contribution / active EE | $1,639 | $2,538-35.4% | $4,628-64.6% | - |
| Participant deferral / active EE | $7,913 | $5,785+36.8% | $6,426+23.1% | - |
| Admin fee / account holder | $256 | $21,386-98.8% | $9,284-97.2% | - |