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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $28,383 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $16,255 |
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 | $153,421 | $73,638+108.3% | $95,952+59.9% | $73,488+108.8% |
| Participation rate | 97.5% | 76.2%+21.4pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 13.02% | 16.78%-3.8pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,315 | $1,863-29.4% | $2,541-48.2% | $2,270-42.1% |
| Participant deferral / active EE | $7,271 | $3,617+101.0% | $4,167+74.5% | $3,740+94.4% |
| Admin fee / account holder | $195 | $482-59.5% | $6,795-97.1% | $513-61.9% |