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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,495 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $77,615 |
Filed as: IFP ADVISORS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $54,314 |
FGMK, LLC1 year Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $24,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,013 | $82,917+76.1% | $103,333+41.3% | $77,643+88.1% |
| Participation rate | 99.1% | 71.6%+27.6pp | 74.5%+24.6pp | 70.6%+28.6pp |
| Annual return | 15.69% | 19.13%-3.4pp | 24.88%-9.2pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,792 | $3,552+34.9% | $3,868+23.9% | $2,726+75.8% |
| Participant deferral / active EE | $11,562 | $4,108+181.4% | $5,057+128.6% | $4,647+148.8% |
| Admin fee / account holder | $250 | $638-60.8% | $8,355-97.0% | $430-41.9% |