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 |
|---|---|---|
QUANTITATIVE PROCESS, LLC1+ years Service code 26 · EIN 46-1090088 | Advisory (Participants) | $23,235 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,091 |
Filed as: NATIONAL RETIRMENT SERVICES Service code 15 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Recordkeeping | $5,285 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $23,349 | $46,360-49.6% | $147,614-84.2% | $52,331-55.4% |
| Participation rate | 92.4% | 64.9%+27.5pp | 84.6%+7.8pp | 68.1%+24.3pp |
| Annual return | -1.53% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,053 | $2,126-50.5% | $5,564-81.1% | $1,882-44.0% |
| Participant deferral / active EE | $1,644 | $2,258-27.2% | $4,895-66.4% | $3,022-45.6% |
| Admin fee / account holder | $183 | $766-76.1% | $11,611-98.4% | $592-69.1% |