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.3 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $2,450 |
DUNBAR, BENDER & ZAPF, INC.2 years Service code 15 · EIN 25-1650062 | Recordkeeping | $2,000 |
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 | $111,028 | $91,190+21.8% | $178,490-37.8% | $79,858+39.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.56% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $5,787 | $3,256+77.7% | $5,011+15.5% | $2,471+134.2% |
| Participant deferral / active EE | $4,713 | $3,236+45.6% | $5,202-9.4% | $3,740+26.0% |
| Admin fee / account holder | $219 | $6,751-96.8% | $13,984-98.4% | $5,306-95.9% |