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 |
|---|---|---|
OXYGEN FINANCIAL, INC.1 year Filed as: OXYGEN FINANCIAL, INC Service code 27 35 OLD CANTON ST · ALPHARETTA, GA 30009 | Advisory (Plan) | $27,716 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,239 |
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 | $62,885 | $38,365+63.9% | $84,611-25.7% | $65,185-3.5% |
| Participation rate | 83.1% | 55.7%+27.4pp | 68.2%+14.8pp | 70.2%+12.9pp |
| Annual return | 24.55% | 32.00%-7.5pp | 258.74%-234.2pp | 29.38%-4.8pp |
| Employer contribution / active EE | $3,910 | $1,258+210.7% | $2,652+47.4% | $2,177+79.6% |
| Participant deferral / active EE | $8,808 | $2,278+286.6% | $3,899+125.9% | $3,514+150.7% |
| Admin fee / account holder | $225 | $451-50.1% | $4,912-95.4% | $847-73.4% |