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 |
|---|---|---|
PLANTE & MORAN, PLLC3 years Service code 99 · EIN 38-1357951 | Other Fees | $9,800 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,950 |
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 | $108,907 | $98,982+10.0% | $162,163-32.8% | $65,185+67.1% |
| Participation rate | 98.5% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.3pp |
| Annual return | 20.48% | 24.84%-4.4pp | 115.59%-95.1pp | 29.38%-8.9pp |
| Employer contribution / active EE | $3,572 | $3,467+3.0% | $5,614-36.4% | $2,177+64.1% |
| Participant deferral / active EE | $4,220 | $5,384-21.6% | $7,298-42.2% | $3,514+20.1% |
| Admin fee / account holder | $65 | $596-89.2% | $10,843-99.4% | $847-92.4% |