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 | $17,008 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,793 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $10,705 |
Filed as: GREAT VALLEY ADVISOR Service code 27 · EIN 51-0295792 | Advisory (Plan) | $4,199 |
Filed as: TAX SHELTERED COMPENSATION, INC Service code 27 · EIN 41-0955056 7365 KIRKWOOD CT N, STE 200 · MAPLE GROVE, MN 55369 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,635 | $81,248+60.8% | $155,509-16.0% | $80,856+61.6% |
| Participation rate | 92.0% | 66.2%+25.7pp | 78.2%+13.8pp | 67.6%+24.3pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,243 | $3,100+4.6% | $4,672-30.6% | $2,755+17.7% |
| Participant deferral / active EE | $6,462 | $3,452+87.2% | $5,626+14.8% | $4,296+50.4% |
| Admin fee / account holder | $264 | $7,997-96.7% | $15,912-98.3% | $6,918-96.2% |