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.3 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $186,016 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 | Legal | $66,654 |
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $28,560 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $24,187 |
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 | Accounting | $23,502 |
ASSET STRATEGY CONSULTANTS5+ 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 | $89,470 | $66,051+35.5% | $92,893-3.7% | $77,787+15.0% |
| Participation rate | 84.7% | 81.0%+3.7pp | 76.0%+8.7pp | 73.2%+11.5pp |
| Annual return | 24.66% | 20.69%+4.0pp | 109.41%-84.8pp | 32.57%-7.9pp |
| Employer contribution / active EE | $3,993 | $3,426+16.6% | $3,653+9.3% | $2,504+59.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $157 | $148+6.0% | $5,794-97.3% | $100+56.6% |