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 |
|---|---|---|
Service code 27 1116 S MAIN ST · GREENVILLE, SC 29301 | Advisory (Plan) | $24,134 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,198 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $6,559 |
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 | $135,292 | $66,310+104.0% | $93,606+44.5% | $65,185+107.6% |
| Participation rate | 80.3% | 74.0%+6.3pp | 75.8%+4.5pp | 70.2%+10.1pp |
| Annual return | 22.04% | 42.58%-20.5pp | 32.76%-10.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,638 | $2,012-18.6% | $2,718-39.7% | $2,177-24.7% |
| Participant deferral / active EE | $5,395 | $3,342+61.4% | $4,069+32.6% | $3,514+53.5% |
| Admin fee / account holder | $273 | $6,897-96.0% | $7,888-96.5% | $847-67.7% |