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 | $15,939 |
IANNUZZI MANETTA & CO2+ years Service code 10 1175 W LONG LAKE RD · TROY, MI 48098 | Accounting | $13,594 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,224 | $58,726-63.9% | $92,233-77.0% | $62,292-65.9% |
| Participation rate | 74.8% | 68.3%+6.4pp | 76.5%-1.7pp | 69.5%+5.3pp |
| Annual return | 14.68% | 43.62%-28.9pp | 176.28%-161.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,412 | $2,392-40.9% | $3,679-61.6% | $2,042-30.8% |
| Participant deferral / active EE | $2,141 | $2,766-22.6% | $3,897-45.0% | $3,169-32.4% |
| Admin fee / account holder | $216 | $556-61.3% | $5,194-95.8% | $479-55.0% |