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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,345 |
SAGEPOINT FINANCIAL INC3+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $14,999 |
MORNINGSTAR3+ years Service code 27 22 W. WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Plan) | $6,615 |
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 | $90,409 | $80,753+12.0% | $136,294-33.7% | $62,292+45.1% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 17.26% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,356 | $2,884+16.4% | $4,695-28.5% | $2,042+64.3% |
| Participant deferral / active EE | $7,326 | $5,164+41.9% | $6,247+17.3% | $3,169+131.2% |
| Admin fee / account holder | $140 | $525-73.3% | $9,243-98.5% | $479-70.7% |