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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,010 |
PLANNING CORP OF AMERICA3 years Filed as: PLANNING SOLUTIONS GROUP Service code 27 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Plan) | $19,846 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,625 | $49,138-13.3% | $84,015-49.3% | $65,185-34.6% |
| Participation rate | 77.7% | 60.7%+16.9pp | 69.0%+8.6pp | 70.2%+7.5pp |
| Annual return | 21.60% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $764 | $914-16.3% | $1,983-61.5% | $2,177-64.9% |
| Participant deferral / active EE | $2,987 | $2,397+24.6% | $3,239-7.8% | $3,514-15.0% |
| Admin fee / account holder | $191 | $543-64.9% | $6,101-96.9% | $847-77.5% |