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.4 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $692,348 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $370,935 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $107,779 |
GORDON LAW LLC1 year Service code 29 · EIN 99-3227810 | Legal | $72,558 |
INVESTMENT PERFORMANCE SERVICES11+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $54,000 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $51,469 |
BHA CONSULTING8 years Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 | Pension Consulting | $11,088 |
BRENTWOOD ASSET ADVISORS4 years Filed as: BRENTWOOD ASSET ADVISORS INC Service code 17 · EIN 59-3718394 | Pension Consulting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,357 | $117,739+1.4% | $107,525+11.0% | $117,739+1.4% |
| Participation rate | 98.0% | 76.6%+21.4pp | 75.1%+22.9pp | 76.6%+21.4pp |
| Annual return | 17.51% | 17.29%+0.2pp | 181.32%-163.8pp | 17.29%+0.2pp |
| Employer contribution / active EE | $8,779 | $3,746+134.4% | $3,754+133.9% | $3,746+134.4% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $190 | $112+70.2% | $8,919-97.9% | $112+70.2% |