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.2 years Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,813 |
JM PENSION ADVISORY, INC.2 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $2,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,586 | $69,477-47.3% | $94,646-61.3% | $71,457-48.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 18.42% | 29.66%-11.2pp | 156.71%-138.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $6,294 | $2,853+120.6% | $3,672+71.4% | $2,588+143.2% |
| Participant deferral / active EE | $10,370 | $7,345+41.2% | $7,418+39.8% | $4,289+141.8% |
| Admin fee / account holder | $57 | $1,210-95.3% | $7,231-99.2% | $1,587-96.4% |