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.4 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $187,134 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $57,062 |
BLAKE & UHLIG, P.A.6+ years Service code 29 · EIN 48-0918231 | Legal | $46,360 |
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 | Accounting | $30,555 |
ASSET STRATEGY CONSULTANTS6+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,681 | $81,719+29.3% | $101,248+4.4% | $90,288+17.0% |
| Participation rate | 82.7% | 80.7%+1.9pp | 75.8%+6.8pp | 73.4%+9.3pp |
| Annual return | 19.87% | 337.64%-317.8pp | 46.47%-26.6pp | 53.97%-34.1pp |
| Employer contribution / active EE | $3,941 | $3,622+8.8% | $3,660+7.7% | $2,524+56.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $151 | $162-6.6% | $5,945-97.5% | $114+32.6% |