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, LLC3+ years Service code 26 · EIN 46-1090088 | Advisory (Participants) | $22,030 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,582 |
Filed as: NATIONAL RETIRMENT SERVICES Service code 15 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Recordkeeping | $2,350 |
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 | $27,522 | $55,453-50.4% | $170,442-83.9% | $62,292-55.8% |
| Participation rate | 95.2% | 66.4%+28.8pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 14.62% | 21.38%-6.8pp | 205.93%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,223 | $2,164-43.5% | $5,433-77.5% | $2,042-40.1% |
| Participant deferral / active EE | $1,788 | $2,303-22.3% | $4,939-63.8% | $3,169-43.6% |
| Admin fee / account holder | $180 | $455-60.5% | $13,880-98.7% | $479-62.5% |