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 5-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,724 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE INV ADVS INC Service code 27 · EIN 06-1461865 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,031 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM LLC Service code 16 · EIN 34-1846498 | Consulting | $29,662 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,312 | $58,290+169.9% | $98,442+59.8% | $86,799+81.2% |
| Participation rate | 77.2% | 68.3%+8.8pp | 73.3%+3.8pp | 72.3%+4.9pp |
| Annual return | 11.76% | 43.48%-31.7pp | 1492.73%-1481.0pp | 97.91%-86.1pp |
| Employer contribution / active EE | $256 | $2,008-87.2% | $2,960-91.3% | $2,405-89.4% |
| Participant deferral / active EE | $9,754 | $3,152+209.4% | $4,276+128.1% | $4,131+136.1% |
| Admin fee / account holder | $245 | $138+77.6% | $5,949-95.9% | $170+44.2% |