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.6 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $187,146 |
BLAKE & UHLIG, P.A.8+ years Service code 29 · EIN 48-0918231 | Legal | $69,672 |
ZENITH AMERICAN SOLUTIONS4 years Service code 14 · EIN 52-1590516 | Plan Administrator | $63,470 |
ASSET STRATEGY CONSULTANTS8+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $25,000 |
DEBOER & ASSOCIATES, PC8+ years Service code 10 · EIN 47-0836395 | Accounting | $23,877 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,611 | $76,774+21.9% | $112,228-16.6% | $77,904+20.2% |
| Participation rate | 81.0% | 80.2%+0.8pp | 75.1%+6.0pp | 73.7%+7.3pp |
| Annual return | -19.28% | -10.25%-9.0pp | 27.45%-46.7pp | 12.21%-31.5pp |
| Employer contribution / active EE | $4,232 | $3,977+6.4% | $3,635+16.4% | $2,848+48.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $154 | $239-35.5% | $6,410-97.6% | $133+16.4% |