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.2 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $149,307 |
BLAKE & UHLIG, P.A.4+ years Service code 29 · EIN 48-0918231 | Legal | $54,598 |
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $48,960 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 | Accounting | $19,473 |
ASSET STRATEGY CONSULTANTS4+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,249 | $82,546-6.4% | $140,016-44.8% | $75,289+2.6% |
| Participation rate | 86.4% | 88.4%-1.9pp | 87.5%-1.1pp | 72.4%+14.0pp |
| Annual return | -4.90% | -0.36%-4.5pp | 651.12%-656.0pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3,763 | $3,856-2.4% | $5,606-32.9% | $2,405+56.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $148 | $86+72.2% | $10,705-98.6% | $102+44.4% |