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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $27,392 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $6,516 |
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 | $143,593 | $65,376+119.6% | $87,100+64.9% | $65,185+120.3% |
| Participation rate | 99.4% | 75.3%+24.1pp | 76.9%+22.5pp | 70.2%+29.2pp |
| Annual return | 20.67% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,298 | $1,822-28.8% | $2,521-48.5% | $2,177-40.4% |
| Participant deferral / active EE | $6,758 | $3,388+99.5% | $4,049+66.9% | $3,514+92.3% |
| Admin fee / account holder | $145 | $520-72.0% | $7,497-98.1% | $847-82.9% |