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.8 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $186,711 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $90,721 |
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $67,554 |
ASSET STRATEGY CONSULTANTS10+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $35,000 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $26,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,298 | $241,101-45.1% | $103,333+28.0% | $199,593-33.7% |
| Participation rate | 80.1% | 78.3%+1.8pp | 74.5%+5.6pp | 72.0%+8.2pp |
| Annual return | 15.24% | 17.80%-2.6pp | 24.88%-9.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,268 | $4,244+24.1% | $3,868+36.2% | $3,034+73.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $177 | $288-38.5% | $8,355-97.9% | $269-34.2% |