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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $130,850 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 16 · EIN 04-2675571 | Consulting | $28,013 |
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 | $43,692 | $55,516-21.3% | $75,781-42.3% | $59,188-26.2% |
| Participation rate | 97.9% | 73.6%+24.3pp | 75.8%+22.1pp | 69.4%+28.5pp |
| Annual return | 0.26% | -1.89%+2.2pp | 9.68%-9.4pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,184 | $2,604-54.5% | $3,323-64.4% | $2,098-43.6% |
| Participant deferral / active EE | $5,053 | $2,599+94.4% | $3,651+38.4% | $3,265+54.8% |
| Admin fee / account holder | $66 | $110-40.3% | $5,299-98.8% | $92-28.8% |