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 PARTNERS5+ years Service code 22 · EIN 27-2281973 | Insurance Broker | $54,976 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,611 |
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 | $139,396 | $99,957+39.5% | $149,696-6.9% | $73,488+89.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.61% | 53.87%-37.3pp | 276.60%-260.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,006 | $3,191-37.1% | $4,644-56.8% | $2,270-11.6% |
| Participant deferral / active EE | $9,983 | $6,073+64.4% | $6,842+45.9% | $3,740+167.0% |
| Admin fee / account holder | $291 | $551-47.2% | $9,309-96.9% | $513-43.3% |