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 3-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,933 |
HAM, LANGSTON & BREZINA, LLP1+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 36-4565693 | Accounting | $56,376 |
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 | $111,638 | $65,263+71.1% | $90,223+23.7% | $55,191+102.3% |
| Participation rate | 90.2% | 79.0%+11.2pp | 79.0%+11.1pp | 69.2%+21.0pp |
| Annual return | -0.49% | 2.81%-3.3pp | 1.31%-1.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $4,475 | $4,153+7.8% | $4,378+2.2% | $1,899+135.7% |
| Participant deferral / active EE | $4,866 | $5,564-12.5% | $5,792-16.0% | $3,046+59.7% |
| Admin fee / account holder | $213 | $116+83.2% | $7,406-97.1% | $91+134.4% |