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 Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 13 · EIN 23-2640992 | Contract Administrator | $55,651 |
ANDERSON, LOWER, WHITLOW, P.C.2+ years Service code 10 · EIN 42-1394940 | Accounting | $6,075 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,531 | $155,795+8.8% | $136,294+24.4% | $69,631+143.5% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 70.7%+24.7pp |
| Annual return | 12.65% | 232464.33%-232451.7pp | 5155.94%-5143.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $3,363 | $2,991+12.4% | $4,695-28.4% | $2,032+65.5% |
| Participant deferral / active EE | $10,886 | $5,394+101.8% | $6,247+74.3% | $3,224+237.7% |
| Admin fee / account holder | $48 | $128-62.3% | $9,243-99.5% | $110-56.2% |