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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120,551 |
Filed as: LOCKTON UNVESTMENT ADV. LLC Service code 16 · EIN 20-8874282 | Consulting | $50,792 |
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 | $14,506 | $31,370-53.8% | $74,583-80.6% | $63,975-77.3% |
| Participation rate | 70.2% | 42.6%+27.7pp | 68.1%+2.1pp | 71.1%-0.9pp |
| Annual return | 7.61% | -105.16%+112.8pp | 20.47%-12.9pp | 48.65%-41.0pp |
| Employer contribution / active EE | $442 | $822-46.2% | $2,525-82.5% | $2,182-79.7% |
| Participant deferral / active EE | $1,423 | $1,560-8.8% | $3,458-58.8% | $3,356-57.6% |
| Admin fee / account holder | $88 | $77+15.3% | $4,138-97.9% | $70+25.7% |