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 | $44,788 |
GREEN HASSON JANKS2+ years Filed as: GREEN, HASSON AND JANKS Service code 10 · EIN 95-1777440 | Accounting | $8,510 |
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 | $150,283 | $56,640+165.3% | $80,975+85.6% | $57,658+160.6% |
| Participation rate | 96.2% | 75.9%+20.4pp | 75.8%+20.4pp | 70.2%+26.0pp |
| Annual return | 11.52% | 19.97%-8.4pp | 17.10%-5.6pp | 5.13%+6.4pp |
| Employer contribution / active EE | $7,516 | $2,085+260.5% | $3,714+102.4% | $1,974+280.8% |
| Participant deferral / active EE | $10,557 | $4,944+113.5% | $5,696+85.3% | $3,061+244.9% |
| Admin fee / account holder | $71 | $87-19.0% | $5,516-98.7% | $95-25.4% |