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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $130,548 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 36-3145972 | Advisory (Plan) | $12,500 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 99 · EIN 75-0786316 | Other Fees | $6,287 |
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 | $90,456 | $98,217-7.9% | $105,722-14.4% | $63,975+41.4% |
| Participation rate | 99.6% | 81.9%+17.8pp | 78.9%+20.7pp | 71.1%+28.5pp |
| Annual return | 9.07% | 20.18%-11.1pp | 12.25%-3.2pp | 48.65%-39.6pp |
| Employer contribution / active EE | $7,263 | $4,802+51.3% | $4,079+78.1% | $2,182+232.9% |
| Participant deferral / active EE | $6,029 | $6,019+0.2% | $5,326+13.2% | $3,356+79.6% |
| Admin fee / account holder | $96 | $70+37.6% | $8,308-98.8% | $70+36.3% |