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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $118,026 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $100,221 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 10 · EIN 26-0058143 | Accounting | $79,942 |
RAMSEY SOLUTIONS1 year Service code 26 · EIN 62-1593846 | Advisory (Participants) | $21,523 |
ANDERSON, LOWER, WHITLOW, P.C.11+ years Service code 10 · EIN 42-1394940 | Accounting | $11,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,193 | $75,125+231.7% | $442,409-43.7% | $75,125+231.7% |
| Participation rate | 97.2% | 56.0%+41.1pp | 88.0%+9.2pp | 56.0%+41.1pp |
| Annual return | 17.45% | 14.51%+2.9pp | 90.53%-73.1pp | 14.51%+2.9pp |
| Employer contribution / active EE | $6,387 | $3,379+89.0% | $7,697-17.0% | $3,379+89.0% |
| Participant deferral / active EE | $12,280 | $2,962+314.6% | $7,555+62.5% | $2,962+314.6% |
| Admin fee / account holder | $223 | $1,235-82.0% | $51,603-99.6% | $1,235-82.0% |