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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,074 |
SAGEPOINT FINANCIAL INC6+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $18,750 |
MORNINGSTAR6+ years Service code 50 22 WEST WASHINGTON ST · CHICAGO, IL 60602 | Direct Payment | $7,327 |
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 | $121,880 | $99,957+21.9% | $149,696-18.6% | $73,488+65.8% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 15.51% | 53.87%-38.4pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $3,568 | $3,191+11.8% | $4,644-23.2% | $2,270+57.2% |
| Participant deferral / active EE | $8,896 | $6,073+46.5% | $6,842+30.0% | $3,740+137.9% |
| Admin fee / account holder | $142 | $551-74.3% | $9,309-98.5% | $513-72.4% |