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 | $6,619 |
RETIREMENT STRATEGIES, INC.2 years Service code 15 · EIN 58-2380163 | Recordkeeping | $3,775 |
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 | $201,421 | $84,233+139.1% | $170,442+18.2% | $70,131+187.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.05% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $6,576 | $3,387+94.2% | $5,433+21.0% | $2,342+180.7% |
| Participant deferral / active EE | $5,155 | $3,086+67.0% | $4,939+4.4% | $3,332+54.7% |
| Admin fee / account holder | $196 | $5,698-96.6% | $13,880-98.6% | $4,645-95.8% |