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 Service code 15 · EIN 23-1945930 | Recordkeeping | $58,334 |
Filed as: CAPTRUST Service code 99 · EIN 26-0058143 | Other Fees | $9,000 |
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 | $150,618 | $71,802+109.8% | $133,980+12.4% | $57,658+161.2% |
| Participation rate | 98.5% | 85.5%+13.0pp | 87.1%+11.4pp | 70.2%+28.3pp |
| Annual return | 8.22% | 13.51%-5.3pp | 29.30%-21.1pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,643 | $3,161+15.2% | $5,211-30.1% | $1,974+84.6% |
| Participant deferral / active EE | $5,496 | $4,606+19.3% | $6,282-12.5% | $3,061+79.6% |
| Admin fee / account holder | $94 | $88+7.7% | $9,324-99.0% | $95-0.2% |