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.2 years Filed as: THE VANGUARD GROUP Service code 10 · EIN 23-1945930 | Accounting | $27,510 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL. Service code 27 · EIN 75-1832551 | Advisory (Plan) | $26 |
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 | $47,821 | $37,196+28.6% | $154,107-69.0% | $55,725-14.2% |
| Participation rate | 92.7% | 64.1%+28.6pp | 83.0%+9.6pp | 70.9%+21.8pp |
| Annual return | -6.23% | 1319.68%-1325.9pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $5,091 | $1,614+215.4% | $5,298-3.9% | $2,078+145.0% |
| Participant deferral / active EE | $3,264 | $2,068+57.8% | $5,081-35.8% | $3,356-2.7% |
| Admin fee / account holder | $54 | $102-47.1% | $13,411-99.6% | $115-53.4% |