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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,298 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 16 · EIN 36-4171366 | Consulting | $53,843 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INV ADV INC Service code 27 · EIN 06-1461865 | Advisory (Plan) | $34,661 |
GRANT THORNTON LLP1 year Service code 99 · EIN 36-6055558 | Other Fees | $33,240 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,130 | $51,197+179.6% | $82,719+73.0% | $66,914+113.9% |
| Participation rate | 80.1% | 67.8%+12.3pp | 72.6%+7.5pp | 69.8%+10.3pp |
| Annual return | -15.69% | -9.64%-6.1pp | 701.18%-716.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,988 | $2,611+52.7% | $3,009+32.5% | $2,544+56.7% |
| Participant deferral / active EE | $9,804 | $3,458+183.5% | $4,395+123.1% | $4,237+131.4% |
| Admin fee / account holder | $274 | $416-34.1% | $5,329-94.9% | $593-53.8% |