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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,814 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,920 |
Filed as: IFP ADVISORS, LLC DBA FINSPIRE Service code 27 · EIN 59-3331424 | Advisory (Plan) | $48,760 |
FGMK, LLC6 years Filed as: FGMK Service code 10 · EIN 36-2929601 | Accounting | $13,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,445 | $92,971+44.6% | $96,683+39.1% | $74,419+80.7% |
| Participation rate | 96.7% | 71.5%+25.1pp | 74.3%+22.3pp | 70.7%+26.0pp |
| Annual return | 19.43% | 37.49%-18.1pp | 35.69%-16.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $4,474 | $3,426+30.6% | $3,737+19.7% | $2,637+69.6% |
| Participant deferral / active EE | $10,812 | $3,970+172.3% | $4,878+121.6% | $4,528+138.8% |
| Admin fee / account holder | $264 | $633-58.3% | $6,730-96.1% | $348-24.2% |