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.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $23,223 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $15,957 |
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 | $19,395 | $58,879-67.1% | $178,490-89.1% | $73,488-73.6% |
| Participation rate | 94.5% | 66.2%+28.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 11.99% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,592 | $2,236-28.8% | $5,011-68.2% | $2,270-29.9% |
| Participant deferral / active EE | $1,942 | $2,567-24.3% | $5,202-62.7% | $3,740-48.1% |
| Admin fee / account holder | $151 | $400-62.3% | $13,984-98.9% | $513-70.6% |