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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,612 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $28,500 |
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 | $55,837 | $81,908-31.8% | $90,749-38.5% | $64,808-13.8% |
| Participation rate | 83.1% | 80.5%+2.7pp | 75.7%+7.4pp | 71.5%+11.7pp |
| Annual return | -13.56% | -12.53%-1.0pp | -12.16%-1.4pp | 32.82%-46.4pp |
| Employer contribution / active EE | $2,015 | $3,065-34.3% | $2,921-31.0% | $2,506-19.6% |
| Participant deferral / active EE | $3,787 | $4,840-21.8% | $4,564-17.0% | $4,310-12.1% |
| Admin fee / account holder | $111 | $157-29.1% | $8,445-98.7% | $188-40.7% |