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 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $57,526 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $4,505 |
FINANCIAL ENGINES3+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $1,177 |
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 | $34,789 | $60,545-42.5% | $92,233-62.3% | $69,631-50.0% |
| Participation rate | 91.3% | 72.2%+19.2pp | 76.5%+14.8pp | 70.7%+20.6pp |
| Annual return | 12.88% | 19.71%-6.8pp | 176.28%-163.4pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $4,002 | $2,633+52.0% | $3,679+8.8% | $2,032+96.9% |
| Participant deferral / active EE | $1,503 | $2,828-46.8% | $3,897-61.4% | $3,224-53.4% |
| Admin fee / account holder | $48 | $145-66.6% | $5,194-99.1% | $110-56.2% |