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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,208 |
Filed as: BLACKBURN, CHILDERS & STEAGALLPLC Service code 10 · EIN 62-0647474 | Accounting | $10,750 |
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 | $161,110 | $58,879+173.6% | $178,490-9.7% | $73,488+119.2% |
| Participation rate | 86.3% | 66.2%+20.0pp | 81.9%+4.3pp | 70.7%+15.6pp |
| Annual return | 13.07% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $7,356 | $2,236+228.9% | $5,011+46.8% | $2,270+224.0% |
| Participant deferral / active EE | $3,696 | $2,567+43.9% | $5,202-29.0% | $3,740-1.2% |
| Admin fee / account holder | $169 | $400-57.9% | $13,984-98.8% | $513-67.1% |