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: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,697 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $1,366 |
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 | $119,064 | $62,586+90.2% | $76,768+55.1% | $64,186+85.5% |
| Participation rate | 82.4% | 72.8%+9.5pp | 77.0%+5.4pp | 69.6%+12.8pp |
| Annual return | -4.78% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,697 | $1,832-7.4% | $2,485-31.7% | $2,381-28.7% |
| Participant deferral / active EE | $3,418 | $3,145+8.7% | $3,852-11.3% | $3,470-1.5% |
| Admin fee / account holder | $98 | $4,667-97.9% | $6,675-98.5% | $4,888-98.0% |