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 |
|---|---|---|
HILL INVESTMENT GROUP LLC2+ years Service code 27 · EIN 20-3028354 | Advisory (Plan) | $12,049 |
THE VANGUARD GROUP, INC.2+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $7,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $299,784 | $80,753+271.2% | $136,294+120.0% | $62,292+381.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.66% | 35.83%-13.2pp | 5155.94%-5133.3pp | 28.90%-6.2pp |
| Employer contribution / active EE | $13,403 | $2,884+364.8% | $4,695+185.5% | $2,042+556.3% |
| Participant deferral / active EE | $9,754 | $5,164+88.9% | $6,247+56.1% | $3,169+207.8% |
| Admin fee / account holder | $156 | $525-70.2% | $9,243-98.3% | $479-67.4% |