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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,025 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 10 · EIN 36-3109431 | Accounting | $13,125 |
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 | $135,594 | $61,616+120.1% | $105,722+28.3% | $55,167+145.8% |
| Participation rate | 89.5% | 72.9%+16.6pp | 78.9%+10.6pp | 69.0%+20.5pp |
| Annual return | -44.20% | 11.15%-55.4pp | 12.25%-56.5pp | 169.23%-213.4pp |
| Employer contribution / active EE | $4,425 | $3,043+45.4% | $4,079+8.5% | $1,963+125.5% |
| Participant deferral / active EE | $4,932 | $4,213+17.0% | $5,326-7.4% | $3,054+61.5% |
| Admin fee / account holder | $216 | $379-42.9% | $8,308-97.4% | $504-57.1% |