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: VANGUARD GROUP Service code 64 · EIN 23-1945930 POST OFFICE BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping Fees | $11,396 |
JM PENSION ADVISORY, INC.3 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,331 | $79,013-46.4% | $100,391-57.8% | $74,495-43.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.63% | 20.41%-3.8pp | 49.20%-32.6pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $4,162 | $3,021+37.8% | $3,942+5.6% | $2,623+58.7% |
| Participant deferral / active EE | $8,863 | $7,760+14.2% | $8,082+9.7% | $4,346+103.9% |
| Admin fee / account holder | $55 | $1,320-95.8% | $7,899-99.3% | $1,942-97.2% |