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 9-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $174,638 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,361 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $36,267 |
FGMK, LLC4 years Filed as: FGMK Service code 10 · EIN 36-2929601 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,866 | $78,275+53.1% | $109,143+9.8% | $86,799+38.1% |
| Participation rate | 99.4% | 73.8%+25.6pp | 75.9%+23.6pp | 72.3%+27.2pp |
| Annual return | 17.73% | 19.14%-1.4pp | 25.75%-8.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $3,927 | $3,105+26.5% | $3,722+5.5% | $2,405+63.3% |
| Participant deferral / active EE | $10,602 | $3,641+191.2% | $4,653+127.8% | $4,131+156.6% |
| Admin fee / account holder | $221 | $198+11.3% | $6,752-96.7% | $170+30.2% |