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 9-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 |
|---|---|---|
Service code 27 · EIN 20-3107658 | Advisory (Plan) | $17,699 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,409 |
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 | $79,065 | $58,879+34.3% | $178,490-55.7% | $73,488+7.6% |
| Participation rate | 97.3% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 13.57% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $6,166 | $2,236+175.7% | $5,011+23.1% | $2,270+171.6% |
| Participant deferral / active EE | $6,606 | $2,567+157.3% | $5,202+27.0% | $3,740+76.7% |
| Admin fee / account holder | $229 | $400-42.9% | $13,984-98.4% | $513-55.4% |