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.9 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $185,742 |
BLAKE & UHLIG, P.A.11+ years Service code 29 · EIN 48-0918231 | Legal | $87,265 |
ZENITH AMERICAN SOLUTIONS7 years Service code 14 · EIN 52-1590516 | Plan Administrator | $70,622 |
DEBOER & ASSOCIATES, PC11+ years Service code 10 · EIN 47-0836395 | Accounting | $46,133 |
ASSET STRATEGY CONSULTANTS11+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,471 | $103,641+36.5% | $107,525+31.6% | $102,872+37.5% |
| Participation rate | 80.8% | 79.4%+1.4pp | 75.1%+5.7pp | 73.0%+7.8pp |
| Annual return | 16.16% | 13.08%+3.1pp | 181.32%-165.2pp | 19.06%-2.9pp |
| Employer contribution / active EE | $6,043 | $5,096+18.6% | $3,754+61.0% | $3,526+71.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $177 | $276-35.9% | $8,919-98.0% | $292-39.4% |