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 9-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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,587 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,855 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $11,411 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $10,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,072 | $82,202+31.5% | $125,339-13.8% | $64,808+66.8% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -14.88% | 3.48%-18.4pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,900 | $3,615+7.9% | $4,814-19.0% | $2,506+55.6% |
| Participant deferral / active EE | $6,524 | $7,175-9.1% | $7,446-12.4% | $4,310+51.4% |
| Admin fee / account holder | $169 | $163+3.7% | $10,010-98.3% | $188-9.8% |