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 |
|---|---|---|
DB & C ADVISORS LLC1 year Service code 27 · EIN 27-4210045 | Advisory (Plan) | $14,667 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,583 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,644 | $96,484-4.0% | $156,263-40.7% | $74,304+24.7% |
| Participation rate | 86.9% | 67.7%+19.2pp | 78.9%+8.0pp | 60.3%+26.5pp |
| Annual return | 21.78% | 17.73%+4.0pp | 59.47%-37.7pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,093 | $2,528-56.8% | $4,333-74.8% | $2,241-51.2% |
| Participant deferral / active EE | $5,296 | $4,286+23.6% | $6,158-14.0% | $3,767+40.6% |
| Admin fee / account holder | $285 | $3,728-92.4% | $14,255-98.0% | $2,969-90.4% |